Latest Blogs, Tools And Resources
5 Steps to Approach Care for Your Aging Parent (Without Throwing Off Your Own Financial Life Plan)
Watching your parents age can be tough, especially if their health or cognitive abilities start to decline. Figuring out their needs, understanding the options, and making decisions can feel overwhelming. And there may come a point in their final phase of life when...
Living the Good Life Even When The Market is Volatile
Stock market volatility? No problem. At least it shouldn’t be if you have a solid financial life plan. They say that volatility (and the discomfort that comes along with it) is par for the investing course. And while this is true, it doesn’t make market dips any less...
Write the Next Chapters of Your Life with a Financial Life Plan
What will your story say? For most people, writing is tough—not just from a grammatical standpoint, but from a topical standpoint. What should I write about? What should I say? What will others think of my work? And when it comes down to it, we are often our own...
What Is Your Purpose Behind Retiring?
We find that many new retirees feel lost without their jobs. But most of the time, what these retirees are really missing is the sense of purpose that they received from their jobs. Even if you didn't love everything about your job, work gave your days structure and a...
When the Great Companies Of America and the World Go Down
When stock prices are going down, the value of companies goes up. Think of it this way: a declining market can be thought of as a “sale”... and aren’t sales always temporary? The lower prices go at your favorite store, the more valuable the products. Applying this...
A Few Thoughts on the Current Situation and Some Crisis Management Tips
We seem to be at a moment of maximum uncertainty. The COVID-19 pandemic has become the most momentous public health crisis since the flu pandemic of 1918. To fight the virus, medical experts have advised us to stop life as we know it. However, putting our society to...
Does Your Home Still Work For You in Retirement
Does Your Home Still Work for You in Retirement? Often I see retirees living in homes that no longer meet their needs but who refuse to consider a change. Your home should never be a source of distress for you and it should continue to reflect the life you wish to...
The Lowdown on QUANtitative and QUALitative Data
“Judge a man by his questions rather than by his answers.” —Voltaire A Functional Retirement Advisor (FRA) is an advisor that focuses not only on the QUANtitative data but takes a special interest in the QUALitative data as well in order to get you to the retirement...
The Difference Between a Functional vs. Dysfunctional Advisor
“All financial success comes from acting on a plan. A lot of financial failure comes from reacting to the market.” —Nick Murray A Functional Retirement Advisor (FRA) is an advisor that may put emphasis on plans and not products. With a dysfunctional advisor, you will...
Why Do You Need a Functional Retirement Advisor?
“Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.” –Pablo Picasso They say that marriage is one of the most important decisions you will make in...