Takeaway: Pay Now or you’ll Pay Later Road construction warnings often result in delays and the to find viable alternative routes. When it comes to taxes and your retirement income, the potential for

Takeaway: Expect the unexpected Even with the best preparations, there are still unexpected costs that happen during your travels. Sometimes you get a flat tire, or a warning light comes on that needs

Takeaway: Choose wisely. How could your Social Security benefit be a risk? Fair question. Many people assume that there is *one* Social Security claiming strategy that equally applies to everyone. In fact, a

Takeaway: Making money last While progressing along in your retirement journey, it’s critical not to drain your retirement tank too quickly. Which naturally raises an important question: how much should you withdraw from

Takeaway: Timing is everything. Has your timing ever been off? Maybe you’ve been driving and hit every red light on a stretch of road? That’s typically me on my way home from work.

Takeaway: Same money, less buying power. If you’ve shopped at the grocery store, fueled up at the pump, or had work done at your home, you have experienced first-hand that the prices of

Takeaway: Longer life, bigger risk. Pretend you are driving down a long, desert road with no gas stations in sight. Suddenly, you look down and realize your fuel gage isn’t working. A flood

Takeaway: You need a retirement goal (and a plan) Have you ever decided to take a vacation and just got in your car and started driving, without knowing where you were going? Probably

Unless you’ve turn off your phone and avoided grocery stores to notice the surprising lack of toilet paper, you’ve undoubtedly heard about the coronavirus (or COVID-19). While the government, businesses, and individuals continue

Have you ever received bad directions? You knew where you wanted to go, but you weren’t sure how to get there. So, being the thorough type, you type the address into your GPS

We are excited for the opportunity this blog provides us to share information and inspiration for a life lived well. From developing the Right Financial Plan for You to ideas for making the