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Awkward Conversations

We'll tell you about the awkward conversations you might have with your advisor. We'll also keep you from sabotaging your financial health and correct your estate planning mistakes.

Retirement Variables And Constants

Learn about the variables and constants that will affect your retirement.

Flying Through Retirement

Discover the connection between flying and your retirement plan. Learn why your last decade at work is so important.

Financial Mythbusters

Your advisor might be a great guy, but that doesn't mean he's the best fit for you. Learn why the nice-guy argument doesn't hold up, de-bunk some financial myths, and examine the missteps even responsible savers can make.

Planning For The Fourth Quarter

It's easy to procrastinate, but we'll show you the importance of urgency in retirement planning. We'll also play the blame game and do a little fourth quarter planning.

Financial Security

Find out what "financial security" could mean to you. Learn why your 401(k) isn't perfect. Finally, hear the stories of clients who have experienced disaster in their portfolio.

Unique Financial Challenges

We'll tackle the unique challenges you could face in retirement. We'll also unpack some financial demographics and statistics. 

Retirement: It's Harder Than It Looks

Learn why planning for retirement is harder than it often looks. Finally, grab a pencil. Don't miss our wit and wisdom as we share some financial proverbs.

Conventional Wisdom And Your Portfolio

Let's talk convential wisdom. We'll also do a little financial fishing. 

Facing Financial Reality

It's time to face reality. Learn the reality of planning for retirement today. Finally, discover what safe money means to you.