Retirement Recap.

Remember, proactive planning is not just about your balance sheet — it’s your life, your family, and your values that matter!

Take time now to work on a flexible multi-generation plan. It will save stress, heartache, and expense in the years to come.

Being proactive rather than reactive allows you to make the wisest decisions possible for you and your family.

Witnessing the consequences of financial neglect compels me to promote wealth health to anyone who will listen.

The blessings we receive while shopping for each other bring us more joy than any gift we could buy each other.

While sudden wealth can be a blessing, without the proper framework, it has the potential to do as much harm as good.

Here are share some common challenges we encounter as we help clients prepare for the important transition into retirement.

I encourage you to proceed — not just with caution, but with great anticipation of the possibilities that await you on the other side!

Remember that childhood admonition before you cross a street — stop, look, and listen? It is much the same for investing.

What is often missing is a basic understanding of how to build wealth prudently and make it grow effectively over time...

The way we handle money is more often than not greatly influenced by the money habits we learned growing up.

Make it your goal this year to address these areas, if you haven’t already, and you will be amazed at the results when December rolls around!