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Over the past 20 years of meeting with people getting ready to retire, I’ve developed a “21-point Retirement Checklist” that covers all crucial financial and non-financial topics that everyone should …
Continue Reading about The Most Important Document That 99% of Everyone I Meet is Missing →
The new open enrollment period is now underway until December 7, so it’s time to get up to speed on all your choices, and the best coverage for you. After spending ten years working for the …
Continue Reading about How to Choose the Best Medicare Plan and Save Big Bucks →
The explorer in me loves the idea of living in a different part of the world in retirement. After watching family members successfully spend many of their retirement years in a small town in …
Continue Reading about The 3 Best Tips to Consider Before Retiring Abroad →
This week I had an incredible conversation with a client that had nothing to do with finances or investments, and it was one of the most impactful conversations ever. The Wake Up Call: "We …
Continue Reading about Discovering Your New Life Possibilities →
We Americans have an estimated $4 trillion invested in our 401(k) accounts. That’s trillions with a “t”, and that’s a lot of money buddy. At the same time we have about 10,000 “baby boomers” …
Continue Reading about My 401k Has Been Performing Amazingly – Should I Rollover to an IRA? →
My mom and dad - they like to say they're in the fourth quarter, and still going strong! In the last 10 years we have seen some of the most incredible, transformational strides in understanding the …
Continue Reading about 3 Simple Steps to Benefit Now From the Latest Science in Anti-Aging →
