Planning for Change in the Market

Planning for Change in the Market After what seemed like the longest winter ever, spring has finally arrived here in the Midwest. Temperatures are pleasant, the days are longer, grass is green again and baseball games are in full swing. It wasn’t long ago that it…

Is Travel in Your Future?

Is Travel in Your Future?

Many people take time in their retirement years to indulge in travel If this is part of your hope for retirement, consider the idea of using a travel planner or travel agent to make your trip a reality. While the Internet…

The 5 Stages of Building Wealth

The 5 Stages of Building Wealth

I am usually not a big fan of “rules of thumb” especially when it comes to financial planning. Mainly because financial planning is so tied to each person’s unique set of circumstances. What works for some may not work for…

Where Should My Retirement Income Really Come From?

Where Should My Retirement Income Really Come From?

When I began my journey of helping people navigate retirement over 15 years ago I quickly learned one of the most important things for a retiree is knowing that their income will be in their bank account on the specific…

The Importance of Being Financially Independent

The Importance of Being Financially Independent

Financial Independence? Are you someone that wishes to retire early? Retiring early has become a more important thing among many working individuals. To me, the word retirement just doesn’t feel right. Maybe it’s because for the longest time the word…