Helping Advisors prepare their clients for retirement since 1986.
When I worked with high schoolers, one of my favorite games had them divide into three teams and then compete to solve a puzzle. But there was a twist: One team had the correct box cover, another team did not have a cover, and the third team had the wrong cover. The...
The most powerful force in the Universe is compound interest. - Albert Einstein In 1984, the Portland Trailblazers selected Sam Bowie over Michael Jordan as their draft pick—and as the saying goes, the rest is history. Although Sam Bowie was a terrific 7’3”...
This past year, I’ve spoken about employee benefits and retention at several conferences around the country, and I’m particularly interested in the monthly separation rate for government employees. In 2020 and 2022, the numbers spiked, making it difficult for many...
A few years ago, my wife went to a garage sale and bought a box of old books for $25. She came home as excited as I had ever seen her. Why? One of the books was a 1831 edition of The Federalist Papers. We searched online and were thrilled to see an estimated value of...
Unfortunately, recently I have needed a little bit more dental care than usual. My dentist has referred me to several specialists, and the specialist has always been more expensive than my local dentist, and most of the time, it is by a lot. The adage, “Riches are in...
Helping people get engaged in their retirement planning is much easier than you might think—you just have to keep it really simple. Getting clients motivated about retirement when they are young, well before age 85, can become a passion as well.
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