No Performance Report From Your Advisor? Performance Reports: Many of my newest clients have never received detailed performance reports from their previous advisors? I have no idea why. This should be standard practice by all financial advisors. Ideally, you should...
Focus On What You Can Control On any given day supposed financial experts could write about the markets, geopolitics, or the economy and use the opportunity to create anxiety so you really feel like you need their advice! I won’t ever do this because I think...
Embrace Optimism. Or Get Left Behind. Your Money & Your Emotions Earlier this year, stocks in the US were expensive. But the economy was doing well and even an overpriced stock market left many thinking “any potential downturn in the stock markets should be...
Not Adding To The Noise I am impressed people are able to write and talk so much. I am unimpressed with the applicability of their “insight”. The COVID-19 pandemic appears to be past its peak in many areas, some investment markets have recovered significantly and...
The Retirement Income Process Do you want a reliable retirement income stream over the duration of your retirement? The Retirement Income Process provides the framework. The debate over the best way to create retirement income has been raging for years....
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.
