Retirement & Flying

Even the best pilot in the world needs help to get from point A to point B. No matter how long the pilot has been flying, he cannot see and know everything necessary from the cockpit. Air traffic control is always present to inform pilots of the things they can see; but which the pilot cannot.

Read More

Can You “Handle” the Next Market Crash?

If you are like most, you know that there will be another market crash, but you just don’t know when. History leads us to believe that it will come sooner rather than later. So, if it comes in the near future, are you prepared?

Read More

Income Planning Mistakes

Today’s thinking is that there is a good chance you could be retired for 30 or more years!

Read More

Deciding What to Do with Your 401(k) Plan When You Change Jobs

When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is or take it with you?

Read More

Growth vs Income

In this article I want to talk about investment mindsets. Specifically the importance of moving away from a “Growth” only mindset to an “Income” mindset with your investments in retirement. Ask yourself the question, “Am I Investing for Growth or Income?”

Read More

Hurricanes & Retirement Planning

Since much of the country has recently spent a lot of time watching the Weather Channel and getting a refresher on how hurricanes work, it’s the perfect opportunity to see what we can learn about retirement planning from a discussion about hurricanes…

Read More

Every Dollar is Not Created Equal

Take out a dollar bill from your wallet and look at it. Now take out a second dollar bill and look at it. They look pretty similar, don’t they? They spend at the grocery store the same.

Read More

Renters & Squatters

Just the other days I was meeting with a CPA in my area reviewing our planning process. It’s inevitable that when I review our planning process called Simplicitree we get into investment strategies.

Read More

The Six Blind Men and the Elephant

I imagine many of you have heard the story of the Blind Men and The Elephant. I believe it may have been the sixth grade or so when I was first introduced to it.

Read More

Liquidation vs Dividend Income

If you want to retire, then you better put your money to work. View your retirement savings as a little army that is going to fight for your future income.

Read More