An elite athlete trains all year, for years at a time. They are physically able to do things that most of us can only dream of. Throughout the course of each season, they consistently perform at a high level to help their team. Yet, it’s not uncommon for their ultimate success to come down to […]
How Will We Turn our Assets into an Income Stream?
Although we approach retirement with great expectations, one of the scariest days of a person’s life is the day they retire. This is the day when your paycheck stops. Imagine reaching into your purse or back pocket for your wallet, only to find it’s not there. How will you pay your bills now that you’re […]
Top 10 Tax Saving Ideas
Keep in mind the tax code changes frequently. Understanding what tax planning strategies are available, as well as how and when to use them is critical. 1. Pre-Tax Savings & Tax Deferral Deferring taxes is a great wealth building strategy. 401ks and 403bs have given us the ability to save money before it’s taken from […]
Give up Retirement for Lent? (It’s on “The List”)
On this Ash Wednesday, we wanted to share with you 40 Things to Give up for Lent: The List, by Phil Ressler, which was posted on Greater Things Today in 2015. (We hope he doesn’t mind — we left in the links to his book, just in case!). We are with him when he says that these would be […]
Visions of Retirement… from the Courtesy Shuttle
What’s Your Vision for Retirement? Recently I had to take my car into the dealership due to a recall. Normally, getting the car fixed is a big hassle given my rather busy schedule, husband who travels, and three kids. However, when I made my appointment, I was told that the dealership […]
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