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June 25, 2018

Whether you are at the beginning, in the middle of or winding up your career, you may spend varying percentages of time dreaming about the day when you can hang it all up and retire. That’s a marvelous pastime especially if you have already begun socking money away and...

June 14, 2018

Year after year, you plan your family’s summer vacation. Maybe you have a cabin on a lake or you take a trip to the Pacific or Atlantic coast. Maybe you do something different each year. No matter what you do from one year to the next, it’s always a maximum vacation of...

May 17, 2018

Retirement Income Planning shares so many similarities with gardening. That’s probably why I love both, gardening as a hobby, and retirement planning as profession.

This time of the year is poignant as we’ve already planted our garden and then we begin to plan for the f...

May 11, 2018

You always hear people referring to those with a knack for gardening as having a ‘green thumb.’ You don’t however hear anyone making a similar statement about those people who have an uncanny ability to  grow wealth. But you might reconsider when you find a professiona...

April 13, 2018

Every time Spring rolls around, I think about the similarities between gardening and investing. The ground is warming up and the spring rains will help soften and nourish the ground so that when we plant our seeds (investments), the environment is right for them to gro...

April 5, 2018

While investing concepts can be complex and somewhat foreign for many, there is much that can be learned about various aspects of investing from something most people are familiar with: gardening. If you were to look outside at your garden right now, would you say that...

March 23, 2018

I look at life as a game. Each individual comes in as part of a specific team (family). They learn how to play the game and each plays to the best of his or her ability. In the meantime, each one intuitively begins looking to eventually create their own team (family),...

March 21, 2018

It’s March Madness -- that time of year when a whole lot of scrambling goes on, off and on the basketball court. The college basketball playoffs always remind me of how certain people approach investing –  like it’s one big guessing game!

As we come into March and get c...

February 22, 2018

The current rollercoaster ride the stock market is on could make you feel pretty terrified if all of your retirement funds are invested in the market. The type of activity we’re experiencing now is exactly why I emphasize the importance of allocating retirement money b...

February 11, 2018

Several years ago there was a movie called “The Bucket List”, which set the whole country to thinking about all the big things they would like to do before they ‘kick the bucket’. Most people’s dreams include travel to exotic destinations and feats of strength and cour...

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Please Don’t Be A March Madness Investor

March 21, 2018

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