Financial Library

Should You Move in Retirement?

Posted on: March 11, 2019

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Many people look forward to retiring, and going to live beside a golf course, on the coast, or somewhere else where they have always dreamt of. It's enticing to think that your leisure time can be spent pursuing activities you have worked and longed for all your life. In fact, whole retirement communities are set up on the premise people want to relocate to such a scenario to live out the rest of their lives.

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Special Commentary - New Format!

Posted on: February 11, 2019

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investment

investments

I hope this update finds you well and spending your time on what brings you joy. Managing your money is not likely one of those things, and that's why am here for you. I love serving each one of you and am grateful for the trust you place in me.

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How to Achieve Financial Success

Posted on: February 11, 2019

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financial strategies

It is possible for just about everybody to achieve financial success. Getting there is usually not a matter of financial wizardry. By following some basic principles, you can make your financial dreams come true:

Set Objectives

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Everyone Needs an Estate Plan

Posted on: February 11, 2019

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estate planning

Ralph became concerned about what would happen to his hard-earned estate after seeing what had happened to some people he knew.

Vivian had remarried and chose to cut costs by using a do-it-yourself will kit. Because she had not allowed for the obligations set out in her deceased husband's will, it took years and cost thousands of dollars in legal fees to settle her estate. As her cash assets earned income while held in trust, her heirs had to pay income taxes on income they hadn't even received.

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BHAG for 2019

Posted on: January 14, 2019

As you look to 2019 for a fresh beginning, we invite you to set your intentions to have a breakthrough year! To do that, you are invited to reach for and set some Big Hairy Audacious Goals (BHAG)!

That's right! Why look to set incremental goals when you can set goals that cause you to expand your horizons and reach for results beyond your wildest expectations. The idea is to invite yourself to reach beyond what you think is possible or realistic with your goals.