What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Close your eyes for a moment and imagine your ideal retirement. What do you see? Are you and your spouse relaxing in your new beach house - the home that you've both been imagining for many years? Or, does your dream take you...
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Wednesday, January 15, 2020
As you prepare to retire, you may have started wondering how much money you will receive each month from your Social Security retirement income benefits. You may also have concerns about whether or not you will get any benefit from...
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Wednesday, January 8, 2020
A brand new year – and even better yet, a brand new decade – is always a good time to review past accomplishments and to plan ahead for the future. This is particularly the case for many Baby Boomers who are anticipating...
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Wednesday, December 11, 2019
Well, the Holiday season is in Full Swing. Have you been shopping online by any chance?How The Hacker Stole Christmas If so, this blog post may interest you...and please shoot me an email if you want more information. For starters, do...
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Thursday, November 28, 2019
Thanksgiving IS a binge-fest. Ever wonder why we not only allow, but plan to give in to our gluttonous selves on the last Thursday of November? Why is Thanksgiving all about the pumpkin pie? The puffed appetizers? The black Friday...
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Wednesday, November 20, 2019
While there are many ways to save and accumulate assets for our future retirement, for us boomers, this was just the beginning - it is just one of the two key parts of the overall retirement picture. The first part, where we have been...
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Wednesday, November 13, 2019
Thanksgiving is in a few weeks and it made me want to go to the Memorial Park where my parents are buried. One of the things that I learned from my relationship with them was too try to be grateful under almost any circumstance because...
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When Spring comes, it melts the Winter snows. That's a fact. Likewise, freezing your credit will prevent thieves from stealing your identity. That was a fact, but maybe not so much anymore. With all the breaches that have occurred in...
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I can kick myself for some of the dumb mistakes I have made in my life. Maybe you feel like that too? Well, we all have heard that history has a way of repeating itself… Maybe we should pay attention to that! Here's what I mean....
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When my mom was 79 years old, she had a massive stroke and it took 2 years to her life back to "almost normal". During that time I was her primary caretaker, which did have its ups and downs. I tell you that to tell you that this...
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Wednesday, October 16, 2019
Based on my last post, the question arises "What can we do to protect my phone being hacked?" Well, I'm glad you asked! Let's start with... The Many Dangers of Having Your Cell Phone Hacked Kathy had just hung up from an important, and...
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Wednesday, October 9, 2019
In 2004 my bank account was hacked and I was so amazed that someone could get past the protection of one of the world's largest bank's security system. So I became an avid student of Identity theft and the purpose of this two-part...
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Thursday, October 3, 2019
Big news! As most of you know, we have chosen to use TD Ameritrade as our firm's account custodian. We originally chose them over other institutions for a wide range of reasons including their award winning technology as well as their...
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Today we will focus primarily on Original Medicare- parts A and B. We will also take a look at Medicare Supplements. Original Medicare was never intended to cover all of a retiree’s health expenses, similar to how Social Security...
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Wednesday, September 11, 2019
Why Baby Boomers Absolutely Need a Will, Living Will and Power of Attorney Here’s a secret, but it’s between you and me okay? I used to go and get my haircut at different salons when my hair started to go grey in my mid-...
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Saturday, August 31, 2019
Somewhere along the way you might have heard somebody say: “Man, I hadn’t thought of it that way. I hadn’t heard that before. I hadn’t seen that perspective before.” Maybe you learned something. Whatever...
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If you are reading this blog post, chances are you are at that point in life where you need to make some decisions about your retirement healthcare. The purpose of this blog is to give a quick overview of what I call "Medicare Alphabet...
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Tuesday, August 6, 2019
Did you know that the burger chain FIVE GUYS* is the most reviewed restaurant in the world and has grown from one store in Arlington, Virginia back in 1986 to more than 1500 locations in recent years?*Their secret is their focus....
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Wednesday, July 10, 2019
We have seen this mistake made more often than you'd expect.
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A Decision Not Made Is Still a Decision Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision...
Read MoreMany of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that, in a fluctuating market, regularly investing a set amount would enable an...
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