Today, let’s talk about what I think is the formula for retirement success. I wrote an article a couple of months ago about the benefit of making small, incremental moves toward your financial goals. And a couple of years ago, I wrote this article about your “financial comfort zone.” In the comfort zone article, I touched on the idea… [Read More]

While the new year (and new decade) is only a couple of days old, I hope yours is off to a great start. The start of a new year is an interesting time. While it’s a time for reflection, many of us are looking forward to what’s ahead. To what’s possible. With that in mind,… [Read More]

If you haven’t already heard the news, we have some new legislation that impacts our collective retirement planning efforts. But I’m not sure it will leave you feeling more secure about retirement. Called the SECURE Act (where SECURE stands for “Setting Every Community Up for Retirement Enhancement”), this just-signed legislation includes a lot of moving… [Read More]

“If you don’t have a plan, you become part of somebody else’s plan.”​​― Terence McKenna Let me repeat the title above: Who’s Setting Your Retirement Agenda? Or, based on the quote above, who’s making your plans? “I AM!” you think to yourself. “Of course I am!” But are you really? With so much discussion by the… [Read More]

Oh the things these ears have heard . . . including lots of financial advisor sales pitches. As many of you know, I don’t drink coffee. This has nothing to do with my views on global warming or the plight of the poor, lowly coffee bean. I just never drank the stuff. In fact, not… [Read More]