A Personal CFO for Your Retirement It’s understandable that people are confused on how they benefit from working with a financial advisor. Some advisors pick stocks or mutual funds. Others sell products like annuities or insurance. Some advisors do much, much...
How To Work With John I specialize in retirement, and I work with clients as they prepare for, transition into, and enjoy their retirement. There are many ways to work with a financial advisor and to prepare for your retirement, so I wanted to explain the specific...
Make no assumptions. Instead “Think Again”. During a never ending flow of outsized opinions…where opinion is news and the news is opinion, “Make no assumptions” may be the timeliest advice of all. Political beliefs. Life choices. Retirement financial...
The Markets & Your Retirement It was approximately 16 months ago that we first discussed the coronavirus in these missives. At that time history was telling us that while viruses have a habit of forming frequently, rarely do they have effects on a global...
SPACS, NFTs, and Other Jungle Creatures “The American marketplace is an economic jungle. As in all jungles, you easily can be destroyed if you don’t know the rules of survival. … But you also can come through in fine shape and you can even flourish in the jungle—if...
I specialize in Retirement Planning & Investment Management.
My clients worry less, maximize their money, avoid mistakes and retire with clarity and confidence.
The Retirement Income Blog
Advice and perspective for the soon-to-be-retiree
Creating a retirement plan requires making some complicated decisions about our financial lives.
But complicated doesn’t have to mean confusing.
My goal is to break down key decisions and concepts, frame them in the context of your retirement, and help you make smart, confident decisions about your retirement.
