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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…

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…

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…

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…

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…

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. …