Blog
Blog
Planning for Health Problems
A clear look at potential health risks is an important part of retirement planning. It isn’t always easy to think about, but overlooking these decisions can create major financial strain later on. Even if you’re healthy now, it’s worth preparing for how your medical…
The Power of Simplifying Your Life
Back in 1977, an Apple brochure declared, “Simplicity is the ultimate sophistication.” Decades later, that principle helped shape Steve Jobs’ vision and turned Apple into a global icon of beautiful, easytouse technology. Simplicity isn’t just good design—it’s a way of…
Buy Life Insurance
If anyone you love relies upon your income to meet their daily needs, and you do not have life insurance, stop reading this and go buy some. Full stop.
Advice For Life
Bracket Busting: Coping with Life’s Unexpected “Upset” Wins and Losses
Out of 36 million brackets submitted to major online games for the 2026 NCAA Men’s Basketball Tournament, only four perfect brackets remained heading into the final day of the second round. And none of those brackets stayed perfect heading into the Sweet 16. Still,…
Building on Small Successes
Most folks who are financially successful learn how to use the power of compounding to their advantage. By starting to save and invest early, making consistent contributions, and sticking to their plan, folks can build wealth over time on their way to retirement. In…
Retire Like You Invest
The best habits often have applications in many different aspects of life. We certainly feel that’s true about our Life-Centered Financial Planning Process! The transition to retirement is going to bring many changes, including how you feel about the relationship…
SMI Transition Planning
Funding the Continuation of Care – The Impact on Traditional Retirement Planning 3
The expenses associated with the continuation of care for your loved will not simply go away at your passing.
Selecting Your Child’s Advocate(s)
Whatever plan you have in place for your child once you are gone will only work as well as the individual(s) you choose to implement it.
12 Funding the Continuation of Care – The Impact on Traditional Retirement Planning 2
The expenses associated with the continuation of care for your loved will not simply go away at your passing.
