Retirement

HAVE YOU EVER HEARD SOMEONE SAY THEY MAKE MORE MONEY IN RETIREMENT THAN THEY DID WORKING?  I have – many times.  While it’s not common, it happens. How so?  Who are these lucky [...]

How closely does this (profanity warning) classic line from Glengarry Glen Ross or scenes from The Boiler Room resemble the meetings or sales tactics of the modern financial professional?  Sorry [...]

YOU CAN DO IT TOO!  We are now saving $100 a month, which is what we were paying for Dish, and it’s really easy.  The key step is to get rid of it! IF YOU PAY FOR SOMETHING, AND GET RID OF [...]

This is a story from John Morrow of the Twin Cities.  John and his wife Megan recently assessed how they stand financially for their future and evaluated their investments as well.  They were [...]

HOW IMPORTANT IS CANDOR, OR AN HONEST MESSAGE, WHEN YOU DETERMINE WHERE AND HOW TO INVEST?  The value of candor in the financial services industry came up in a recent interview with Jack Bogle, [...]

ARE YOU SAVING FOR RETIREMENT SO YOU CAN VISIT SOME OF THE MOST BEAUTIFUL AND BREATHTAKING PLACES IN THE WORLD?  Take a few minutes and check them out. Pretty amazing aren’t they? [...]

MANY DAYS, MY WORK INVOLVES INTERACTING WITH EMPLOYEES AT THEIR WORKPLACE.  As an adviser to employer-based retirement plans, I help people enroll in their plan and then provide ongoing guidance [...]

WHEN YOU’RE READY!  While it may seem obvious that we would all benefit from having an ongoing financial plan throughout our lives, many people don’t have one. Some have never gotten [...]

Many of the most successful retirement plan stories are just regular people who have done the right things throughout their life.  They are not celebrities and don’t lead glamorous [...]

BY USING VANGUARD FUNDS, I think my clients will have a higher likelihood of having more money in their accounts in the future than if they use comparable investments from other mutual fund [...]