Your Next Assignment: Embracing the Emotional Journey of Retirement
You have your retirement numbers nailed down. You know how much you’re planning to spend, how much income you’ll need, and how you’re going to generate that income. But the financial component is just the tip of the iceberg. It’s the part we can calculate and see. What’s beneath the surface …
Medicare Made Easy: Avoid These Common Mistakes
A dear friend of mine once shared how overwhelmed she felt by the whole idea of signing up for Medicare. It wasn’t just the process that threw her off, but the emotional weight of it all—feeling like this was a “milestone” that meant she was getting older. Turning 50, 60, and even 65 didn’t …
Demystifying Social Security: Essential Insights for Your Financial Confidence
What do you actually know and what do you need to know about Social Security benefits? Want to make your head spin? Spend some time searching Google with social security questions, or worse, get on IRS.gov or ask your family and friends about Social Security. Maybe you’ve already done that …
Are you Raising Your Business to Thrive Without You?
If you left your company, would it flourish or fold?
Empowered Spending: Your Key to Financial Freedom
The cornerstone of financial planning is this question: What does it cost to live? What do you spend on entertainment each month? What about food—groceries at home along with eating out? How about transportation? Travel? Clothing? Gifts? Spending and lifestyle are closely related. Would you …
Three Reasons to Create an Estate Plan
Why it’s important to plan for when you won’t be here.
Equipping the Generations for Wealth Management
How to help your young adult children and aging parents navigate important financial issues Have you heard this story? On his deathbed, a man who had accumulated a significant amount of wealth told his wife he wanted to be buried with his riches. Rather than argue, his wife simply agreed. A …
Retirement Is Not Biblical
A different approach to life’s later seasons We were created to work. It’s part of God’s plan for us. When God created Adam and put him in the Garden of Eden, he told him to work it and take care of it (Genesis 2:15). Period. Not work until he was 65. Not work until he …
Give to Charity, Not the Government
Creative tax strategies for those with generous hearts
Make Goal-Setting Part of Your Family Culture
by: Michelle Ogden, CFP®, CRPS®, CKA® One thing most successful people have in common is that they know how to set effective goals and they do it for everything that’s important to them. And the people who expand their success to the next generation make goal-setting a family activity that …
