Spring Newsletter 2023
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, read the
Cash is Paying 4% – Why Would I Invest Anywhere Else?
A silver lining to the rout in the financial markets in 2022 is that cash and cash-equivalents are actually paying decent interest. As I write
Peggy’s Retirement Announcement
A Letter from Peggy Hello Everyone, As you may know, I am planning to retire when I turn 65 this coming February. It
Mini-Series Part 10 of 10: Not Hanging Up
Have I Got a Deal For You! I spent a good deal of my childhood living in small towns in Kansas and Nebraska. The kind
Mini-Series Part 9 of 10: Putting Too Many Eggs in One Basket
Pigs get fat, hogs get slaughtered. I love bacon. I like it just a little bit crispy. I like it on salads, on burgers, with
A Disappearing Dream
I think it’s the hope of all parents that their children will grow up and have an opportunity to have the same or better standard
Mini-Series Part 8 of 10: Incorrect Use of Retirement Funds
My 401(k) is not an ATM. I hate to admit it but I’m old enough to remember when Individual Retirement Accounts (IRA’s) first came out.
Mini-Series Part 7 of 10: Inappropriate Life Insurance
‘Til death do us part. I know I’m going to get a lot of flack from some life insurance agents on this, but I might
SECURE 2.0 Act – Your Retirement is Changing
On December 23, 2022, President Biden signed a $1.7 trillion budget bill. The bill includes a number of provisions that directly effect the retirement planning
Christmas Newsletter 2022
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. However, in the holiday newsletter, we