In the first two parts of our rightsizing series, we gave you things to think about pertaining to WHY you might like to rightsize and WHEN may be a good time to do so. The third and final piece of our series focuses on HOW to go about rightsizing. Even if the thought of moving […]
Rightsizing – When and Where?
Last month we discussed why you may consider moving in retirement. This month we’ll discuss when to move and how to decide where the location should be. When to move is different for everyone. Some decide to move right after their youngest child graduates high school. Others won’t move until much later in retirement. One […]
Rightsizing – Downsizing Your Home to Upsize Your Life
by Andrea Bulen Chad and I bought our first home in 2000. It was almost 100 years old, 1000 square feet, had a lovely deck and fenced in back yard that came with an old-fashioned manual/push reel mower. It took us about 15 minutes to mow the whole yard, 1 hour to rake leaves in […]
Life Insurance -Through a Financial Advisor’s (and Mother)’s Eyes
by Andrea Bulen Remember our conversation back in October (How Big is Your Umbrella?) when I told you that one of the occupational hazards of being a financial advisor is that we think of almost everything we know in terms of how it affects our family and friends? Well, here is another story that proves […]
Charlie Brown Goes to Wall Street
– by Kevin Reardon Have you seen the Charlie Brown episode where he takes the gang to Wall Street? The gang’s lemonade stand had a record year and they wanted to learn more about investing before they invested their 401k accounts. Charlie Brown took his good pals Lucy, Patty, Linus, Violet, Pig-Pen and even Snoopy […]
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