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The Phases of Retirement

Work Graduation! Congratulations! You’ve graduated from work! You’ve probably gone through numerous graduations by now, but none as...

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The Phases of Retirement

Baby Step Motivation

A Quick Backstory People told me growing up that I needed debt in my life and that debt was good. “I can’t get a mortgage without a...

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Baby Step Motivation

What Should I Consider Before the End of the Year?

As the end of the year approaches, there is no better time to analyze your finances to ensure you have maximized your accounts for the...

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What Should I Consider Before the End of the Year?

Intrinsic Value vs. Market Value – What Do They Mean?

The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...

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Intrinsic Value vs. Market Value – What Do They Mean?

What successful retirees do

Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...

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What successful retirees do

All About ESOPs (Employee Stock Ownership Plan)

What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...

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All About ESOPs (Employee Stock Ownership Plan)

Financial Planning & The Bible: Retire to Something - Not from Something

I recently stumbled upon a stat that got me thinking. It said, "that people who work longer are living longer". We've all heard the...

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Financial Planning & The Bible: Retire to Something - Not from Something

Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers

The National Bureau of Labor Statistics did a study in August 2021 looking at the number of jobs that people born between 1957 and 1964,...

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Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers

Why Bonds Are Still Essential for the Retirees Portfolio

My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...

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Why Bonds Are Still Essential for the Retirees Portfolio

Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees

You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...

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Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees

15% OF MY INCOME: BEFORE OR AFTER MY EMPLOYER MATCH?

Things like a savings rate for retirement seem so trivial in the grand scheme of life, right? I’m reminded of that as I watched my...

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15% OF MY INCOME: BEFORE OR AFTER MY EMPLOYER MATCH?

LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS

It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...

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LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS

Retirement

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