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Quarterly Investment Updates

April 20, 2019

Feb 2019 Update and current asset allocation guidance Quarterly Update_Feb19 Click the above link where Implemented Portfolios discuss the latest updates on our investment portfolios.  Also included is their 10 year forecast returns and updated investment market valuation updates.

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Mid 50’s Couple At The Crossroads…

April 20, 2019

Mid 50’s Couple At The Crossroads… Many in their 50’s get to a point where they are unsure of the direction they should be going when it comes to their finances & retirement planning. It’s confusing and the stakes are high.  Get one move wrong and there’s little time to correct it. Many times we…

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Questions You’re Not Asking About Your Retirement Plan!

April 16, 2019

Questions You’re Not Asking About Your Retirement Plan! Time and time again I see it.  I see it in search results on Google.  I see it in client meetings. We are starting with the wrong questions. We’re going to show you the questions most start with and the ones you should be asking first so…

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Have You Got The Balance Right?

April 16, 2019

Have You Got The Balance Right? Do you remember the good old see-saw? You don’t hear of them much anymore, in fact, I don’t know the last time I saw one in a playground! I used to love them as a kid, up and down, up and down.  I was the type of kid, yes…

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Don’t Let The Market Catch You Off Guard!

April 16, 2019

Don’t Let The Market Catch You Off Guard… Back when I worked in an office they used to run fire drills throughout the year.  They generally came at the worst times and they would never tell you when they were going to happen. You’d be in the middle of something important and this loud piercing…

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Are You Prepared For the Certainty Of Uncertainty In Retirement?

April 16, 2019

Are You Prepared For The Certainty Of Uncertainty In Retirement? When planning for retirement the most common fear is that of uncertainty. The uncertainty of income.  The uncertainty of investment markets.  The uncertainty of life. These are common concerns and I recently experienced this with Jack & Mary, new clients. Meet Jack & Mary Jack…

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What Is A Retirement Plan?

April 16, 2019

What Is A Retirement Plan? I love to cook & entertain.  Do you love to cook? I’ve had a lot of successful outcomes and then I’ve had some big failures. You know what, the reason for big failures is that I missed an important ingredient, I didn’t follow the recipe. The recipe is there for…

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A Retirement Plan Is Not…

April 16, 2019

A Retirement Plan Is Not… Have you thought about your retirement plan lately?  Do you even have one in place?  Is it in writing? For most, the answer is no. For one thing, it can be daunting to think about.  It’s that time you now have to start thinking about your next phase in life. …

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Rock Retirement Guide!

April 16, 2019

Here’s your Rock Retirement Guide! We hope that you use the information to help you create your DREAM Retirement! Click the link or the image below to download your guide. Click Here To Download Your Rock Retirement Guide

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Questions You’re Not Asking About Your Retirement Plan!

April 7, 2019

Questions You’re Not Asking About Your Retirement Plan! Time and time again I see it.  I see it in search results on Google.  I see it in client meetings. We are starting with the wrong questions. We’re going to show you the questions most start with and the ones you should be asking first so…

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