No. 23 of 106 Things We Do For Clients Prepare an asset allocation for you so you can achieve the best probability of not outliving your money. Getting a high rate of return is easy: just invest 100% of your money into an index stock mutual fund. What isn’t easy...
This is a tribute that was shown to around 300 financial planners at the opening of the annual FPA Retreat. It was at this retreat 35 years ago I first met Dick Wagner. I came to know Dick as an immensely caring, passionate, wise, and conscientious soul. He was...
Watch this video on YouTube As a young girl my daughter once told me, “Dad, your reality is not my reality.” While at the time I thought it was a cute quip, many years later I am still learning the depth of truth it contains. One recent reminder is a study...
No. 22 of 106 Things We Do For Clients Partner with you to accomplish the things you know you ought to do but don’t feel like doing. The “oughts'” and “shoulds'” of our life are rarely energizing or life-giving. That’s why they end...
Watch this video on YouTube In my experience, the number-one reason people engage a financial planner is to sleep better at night. That doesn’t mean planners give advice on what kind of mattress to buy. The sleep aids we provide are more about peace of mind. For...
