The Confidence You Need My newest clients sought out my services because they lacked confidence in their current advisor. As I recount the addition of recent new clients, I find myself somewhat amused (at their current adviser’s expense in these cases) for many of the...
Waiting for the Green Light No, you shouldn’t wait to create a retirement plan. Waiting. Waiting. Waiting. I can’t help but laugh when I think of my daughter’s Dr. Suess book, Oh, the Places You’ll Go. Do you remember the two pages on waiting? Where...
Notes About Our Investment Process Markets go up and markets go down, sometimes violently. Sometimes they stay down for months at a time. No one can time, predict, influence or control them and I won’t insult your intelligence by suggesting that I can or that I will...
Investing 5 Years to Retirement This is no time for mistakes. Recently, a non-client asked me to review their investments. They estimated they were 5 years away from retirement and trying to do the right thing with their money. They were concerned about their...
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.
