The meaning of “dreaming small” In March, I addressed preparing for retirement, but not from a financial stand point. Rather, I wrote about addressing what […]
Retirement Planning for Small Business Owners The Census Bureau reports that 76% of all businesses within the United States are 1-person self-employed entities and operating with […]
Creating a system for retirement At a previous employer, I worked for a manager who would tell me: “A system isn’t a system, unless you work […]
Purpose and meaning in retirement So, you’re in your 50’s, 60’s, or older. What do you wanna do when you grow up? (Or, how will […]
Don’t be tempted to put off investment planning Ahhhh… Fall is in the air. Well, really, it’s not. It’s almost the holidays and we are still sweltering. Maybe […]
Milestones, purpose, and passion As I drove to work this morning, I was tuned to the Jimmy Buffett channel on satellite radio as he […]
Why bother having disability insurance? I get it: nobody looks forward to paying their disability insurance premiums every year! It’s not exactly an exciting expense […]
Freedom and Finance Let’s get back to matters of personal finance after our whimsical journeys the last month or two, shall we? I […]
How much retirement income do you need? Two tough questions to ask We’re all looking forward to retirement someday… but have you thought about where your retirement income is actually going to […]
Are you properly diversified? Generationally, that is Recently, I performed our National Anthem as part of a brass ensemble. The event was a golf tournament organized by […]
Wealth preservation through life’s many changes March 2018 The month of March has got me thinking about green and leprechauns and the Irish. I always enjoyed […]
One Investor’s Hair Raising Adventures Happy birthday, Dad! My father would have turned 90 on February 6th of this year, but the passing of time […]
