What Does a Financial Planner Do? Can He Bake a Cherry Pie?

If you’ll allow me the grace of an analogy we’ll have some fun and I’ll answer our most commonly asked question, “What does a financial planner do?” It’s in My Genes I confess that I’ve never baked anything in my life, but my daughter, Corey, is a prize-winning baker. She has won Grand Champion ribbons […]

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10 Great College Towns For Retirees

College towns are popular retirement destinations because they offer great amenities like places to eat, things to do, diverse communities, and lots of sports games for weekend entertainment.   We’ve come up with a list of 10 great college towns for retirees around the country. Enjoy! Ann Arbor, Michigan University of Michigan Ann Arbor is […]

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Facts About TSP Withdrawals

So you’ve spent your career putting money into your account, but what do you do once it’s time to retire? There are lots of TSP withdrawal options to choose from, some of them more complicated than others, and if you make the wrong choice you may not be able to fix it. Of course, every person […]

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Tokens of September Days

By all these lovely tokens September days are here, With summer’s best of weather And autumn’s best of cheer. Helen Hunt Jackson September in our house is such a joyful time. I bought my first sweater of the year yesterday, and I’m ready to enjoy a season of baseball games, walks through the woods with […]

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Life After Retirement: Fran Tarkenton

Retirement is the end goal for a lot of people. There are hundreds of different ways to save for retirement, and many people save fervently, looking forward to the day when they can stop working. But some people, including a series of famous figures, have gone on to lead very successful second careers after retiring […]

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Financial Planning Disaster: Don’t End Up Like Tim Duncan

There was a recent story about NBA and San Antonio Spurs legend Tim Duncan losing over $20 million in investments. He got advice from a financial planning advisor with a conflict of interest, and now that money is gone after the investments tanked. This has the potential to have many people scared and worried about […]

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STOP! Don’t Buy That New Car!

If you’re like me, the prospect of being without a car is a scary one. Cars are what we use to get around, whether it’s a trip to a friend’s house, a restaurant, the grocery store, work, or anything else. Public transport is, of course, an option, but the most common method of transportation, and […]

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August is the Sunday of the Summer

“All in all, it was a never-to-be-forgotten summer — one of those summers which come seldom into any life, but leave a rich heritage of beautiful memories in their going — one of those summers which, in a fortunate combination of delightful weather, delightful friends and delightful doing, come as near to perfection as anything […]

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Living Below Your Means: 10 Things to Give Up That You May Never Even Miss

Sometimes you may find yourself in a tighter financial situation than you thought you would. Maybe that paycheck didn’t reach as far as you had hoped. Maybe there are more expenses than you thought. Maybe taxes just went up, or inflation is kicking you in the rear. Or maybe you are just trying to boost […]

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Meet Our Interns

This summer we are thrilled to welcome nine interns to our company. A few of these wonderful high school and college kids work with us year round, but most of them are here for the first time this summer. Our interns are given the opportunity to work on many different projects, including web design, writing, […]

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