Presidents, Politics and Your Retirement Portfolio I’m getting calls. “I think I might like to get on the sidelines with the upcoming election.” Usually spoken carefully so as not to be politically charged but, either way, the theme is the same, most...
Take Back Control Part 2 In my previous post we discussed how politics, COVID-19 and the media has been pushing us around – taking an enormous emotional toll, making us feel out of control. Let’s recap what we’ve discussed in the last post before we...
September 2020 – Is a Bubble Building? How can we possibly be talking about a stock market bubble when we have: A contentious election coming up… An economy that is reeling from the Coronavirus… Tens of millions of people unemployed in the United...
Take Back Control Part 1 In 2020, politics, COVID-19 and the media have pushed us around – taking an enormous emotional toll, making us feel out of control. Focusing on things I cannot control leaves me frustrated and stressed. So I focus on what I can control....
2020 Mid-Year Client Update 2020’s been a heck of a roller coaster, so before we dive into mid-year thoughts, here’s some fun trivia: Did you know you have to count to 1,000 before you’ll find the letter “a” in a spelled-out number? We thought you could use that...
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.
