Consider the “Small Stuff” in your Financial Planning…

I’m watching with pride and mixed emotions as my daughter, Brandi, gets ready to head off to college. The house is littered with stacks of clothing, bedding, towels, shelf organizers and backpacking gear Brandi thinks she’ll need. My wife has informed Brandi that NO PACKING or STACKING can take place in the living room as…

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Add Good Health to Your Retirement Plan

People who plan for their retirement, emotionally as well financially, are often less likely to feel depressed or have difficulty adjusting to this new stage of life. Three steps to consider when mapping out your healthy second act: 1. Recreate Your Social Network It’s likely that when you retire, you’ll miss the easy camaraderie of…

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The Four Habits of Happy Retirees

The most successful retirees are the ones with the biggest bank accounts, right? Not necessarily. Though being comfortable and happy in your post-career years has a lot to do with the financial planning you do before leaving work, it’s also about attitude. Retirement, after all, isn’t just that red-circled date on your calendar; it’s also…

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Balance Your Finances!

I hear a lot about “life balance.” But what about your financial balance? Take a look at the image of two tanks. Think about where you have the majority of your money situated.  Is it at risk for loss?  Or is it in a financial vehicle where it is protected from loss? If you can prevent…

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Losing the Race by Chasing Returns

  Throughout the last 30 or so years we have been exhorted and encouraged to place a great deal of reliance on qualified plans, such as our 401(k), to fund our retirement. Qualified plans are supposed to provide us with the income we need in retirement. It’s the approach that is embodied by the financial…

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Step Outside the Box of Conventional Thinking

Time to take inspiration from the fitness expert, Jack Lalanne. At the time, doctors advised their patients to stay away from his health club, a business totally unheard of at the time. Patients were warned that, “LaLanne was an exercise ‘nut’ whose programs would make them muscle-bound and cause severe medical problems.” It’s amazing to look…

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