Getting a financial head start by talking about your cash flows
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How Ongoing Planning May Keep Successful Investors Invested
Acting versus reacting determines long term success.
Understanding the Difference Between Fixed Income and Equity Investing
Fixed income investing traditionally has been categorized as “safer” when compared to investing in equities. Why is that? Purchasing high quality debt tends to generate less volatility in returns when compared to buying companies. With less up/down in price, the...
Take Action in April for Financial Literacy Month
April is financial literacy month, a month focused on expanding one’s knowledge on a wide range of financial topics. Raising awareness on better financial decisions may lead to a more secure future. How? Perhaps by reading more, listening to podcasts, or...
What is Your Definition of Enough? Quantifying Your Health and Wealth
Managing financial decisions are just as important as maintaining your health. Both require you to be intentional with your time and resources. Our happiness with our current dollars and fitness can often be tied to who we compare ourselves to. It’s natural, at the...
Six changes arriving in 2023 to 401k, IRA, and 529 plan
SECURE 2.0 was signed into law December 29, 2022. Employer retirement plan, IRA, and 529 education plan changes are creating more choices for investors. Integrating these updates into your financial plan may allow you to make better, less reactive decisions...
Figuring it out
Planning for retirement can mean different things to different people. The word “retirement” may cause some to keep working indefinitely while others may be counting down the years/months/days. I believe it’s important to think about what you will do in retirement...
Coach K advice
Coach Krzyzewski spent 42 years as head coach at Duke University men’s basketball team. Upon retiring earlier this year, he had some decisions to make. Where does he go, what does he do? After spending four decades at a single employer and collecting 13 final four...
Next Chapter
What are you retiring to one day? As you vacation this month or next and are away from work and a full calendar, think about this question. Talk to your spouse or significant other about what’s possible, what’s on their mind? What exactly are you both working...
Test drive
Mentioned in our prior blog post, why not test drive a mini retirement before the real one arrives? I believe the key to a successful long-term retirement is taking a break or reducing hours before it’s necessary. This may be easier for some professionals based on...
Future of Retirement
Traditional retirement definitions have been eroding for years. People are working longer today, both by choice and necessity. Some trends are changing while others remain the same. How might this impact how you define retirement? What’s changing Most pension plans...
Head Start
Here’s one step to take now to get a financial head start on the new year! Create a balance sheet that tallies everything you own and all that you owe. Paper and pencil work well, however I’ve found digital copies more valuable. The value of a balance sheet is to...










