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If you are like many small business owners, you are concerned about saving enough for retirement. You may have had to use your business profits or money set aside for…
I would like to add some perspective on the grim situation in Ukraine and what could happen in markets now and in the year ahead. The invasion of Ukraine is…
Get a professional review before exchanging that old annuity! Many retirees may have older annuities. These often appear to be stale and in need of updating. However, there may be…
Welcome 2022! The new years brings us into a transition phase as we begin to come out of the pandemic. There are some challenges but also some opportunities. Our lives…
Steve and I have long been involved in our community. Whether that is volunteering on non-profit boards, coaching hockey, or sitting on finance councils of our churches or schools. Most…
Naming Beneficiaries is Just the Start “It is a mess – I am still finding things that she never told me about,” lamented the 78-year old nephew who was the…
A theme of repositioning has emerged in front of me recently. I have long used this concept as a financial planner to find and exploit financial efficiencies. The concept appeared…
Do you ever feel trapped by your routines? I have clients that recently had this experience. On the positive side, routine helps us accomplish essential activities such as going to…
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