Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas about financial freedom and life goals or pertinent questions and news of interest, you can read about it here. Once in a while, we may throw in a book review or some other surprise. So keep checking in. We’re glad to have you reading along.
So, What Are You Going To Do Now?
I’m no psychiatrist, but it appears we’re all getting tired of bad news, politicians, no sports and closed restaurants. We get “war weary.” It happened during World War II. It’s natural. Human beings...
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Things That Haven't Been Canceled
In response to the coronavirus situation, we’ve seen a lot of cancelations. The list includes major sports leagues, college sporting events and championships, theatrical productions, schools and community events. Here are a few...
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Talking About Money
David and Cathy weren't wealthy, but they were earning good money and weren't terribly in debt. They were interested in saving for college expenses and retirement. Sounds good, right? But they couldn't get started. It wasn't their...
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Your Number One Expense in Retirement
Ever heard someone say the costliest item in retirement is health care? I have, too, many times. Turns out that may not be true. Dr. Joseph F. Coughlin, PhD is Director of the Massachusetts Institute of Technology AgeLab. Look them up...
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Medical Insurance and Foreign Travel
Medical Insurance and Foreign Travel Not sure what restrictions might be involved, but a quick search for cheapest airfare would indicate you can get to Europe and back for less than $600. Ditto the Caribbean. Looks like you might get...
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Are Your Protected?
For those of us who grew up with paper and pencil, this cyber age is a brave new world. All progress brings new challenges. Around here we have been reviewing and revamping our cybersecurity efforts. You may think protecting your...
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The Topic No One Likes
September is "Life Insurance Awareness Month", and it's a great time to discuss this important planning topic. It's the subject no one really likes to talk about. If you have had a bad experience with an...
Read MoreDIY, Your Success, and the Cost of an Advisor
Do it yourself. It’s challenging, and it’s fun. So much of the time we seem to be at the mercy of others, a complicated lifestyle, or the system. DIY lets us take control of a small part of our lives, even if it is just...
Read MoreClosing a Retirement Income Gap
When you determine how much income you'll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you grow closer to retirement, you may discover that your...
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