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Well-Being: More Than Being Wealthy

Watch this video on YouTube When asked what a financial life planner does, I often reply that I help people achieve financial wellness. Financial wellness is far more than just having enough money. Some of its most important components include a sense of prosperity, a...

Bad Reasons To Retire

Watch this video on YouTube Carl was 62 when he decided it was time to retire. I asked why. He said all his friends were retiring and he figured he wasn’t getting any younger and thought he would, too. The next time I saw Carl, I asked how he was enjoying retirement....

SD Trusts Get Even Better

It appears that South Dakota trust law is even better than I thought.  In a response to my previous blog on SD trust law, Tom Simmons, an attorney practicing in Rapid City, SD, explained to me that I missed the latest improvement to SD trusts.  Tom explains that in...

SIMPLE IRA Deadline For 2010 is Oct 1

If you are an employer, you have until October 1st to set up a SIMPLE IRA for you and your employees.  Unlike most other retirement plans where an employer has until December 31st to set up the plan, SIMPLE IRA’s must be set up much sooner. A SIMPLE IRA is...

If You’ve Left Us A Message….

…and not heard from us for the past 10 days, it’s because we didn’t get it.  We just found out today that our latest exchange server migration resulted in our voice mails being sent to cyberspace.   We are told there is no...