Breaking the retirement mold?

What’s the best age to retire at? How do you know when it’s the right time to retire? We often spend a lot of time pondering those questions. And we tend to confine our thinking to the financial side of things. How much do we need to retire and how far will our money...

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How the pandemic has changed travel plans and trends

Has the pandemic changed your mind about where to travel? For many of us, it has. Instead of visiting pre-COVID hotspots like theme parks and entertainment destinations, most folks want to get away to scenic, open spaces, like beaches and national parks. And most are...

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How Long Could $1 million Last if You Retired Tomorrow?

A million dollars isn't what it used to be. —Howard Hughes How true is that when it comes to your retirement nest egg? A cool $1 million is a still big chunk of change. But is it enough to cover today’s retirement expenses? Just how many years could your dream...

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Want Better Financial Habits? Do This Once a Year

Remember when Marie Kondo took the world by storm with her tidying up routine? Maybe not, but let’s roll with it. Her idea is that we can improve our lives by removing clutter and items that no longer “spark joy.” We can apply similar principles to our financial...

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Finding Hope: Remarkable Lessons from 2020

You can never know everything, and part of what you know is always wrong. Perhaps even the most important part. A portion of wisdom lies in knowing that. A portion of courage lies in going on anyway. — Author Robert Jordan Do you worry about how fact and fiction get...

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How con artists steal $493M each year…

“Can you hear me?” That’s the latest ploy of phone scammers. They’re trying to get recordings of people saying “yes” and use them to authorize fraudulent charges on people’s accounts.1 It’s just one of many different phone scams that raked in at least $493 million in...

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Retiring in Uncertain Times

We’re facing historic levels of uncertainty, which can be frightening when it comes to your retirement. Especially if you’re within the “fragile decade” — the 5 years before or after retirement. Because the decisions you make (or fail to make) right now can determine...

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Do This to Plan for a Recession (3-minute video)

Current data tells us that the economy is in a steep contraction due to the coronavirus. We don’t know how long it will last or how long the economy will take to recover. How can we protect ourselves when we can’t predict the future? I made a short video showing you...

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