My goal is sharing my experience as an investment manager, certified retirement coach, and fellow Baby Boomer to enable people to design the life they want and that matters to them in their next phase in life. We all want to live longer, but we also want to lead a life of meaning, joy, and fulfillment.
“What got you here won’t get you there.”- Marshall Goldsmith – Lesson You always need to be evolving and improving Don’t assume that there won’t be another peak once you climb the first mountain Action Figure out what you need to do to move closer to your goal Become the person that belongs where you […]
“The best time to plant a tree was 20 years ago. The second best time time is now.”- Chinese Proverb – Lesson It’s always the right time to take action – don’t delay Small actions if done consistently and with intention will compound massively over time Action Take a small step forward today even if […]
“Between stimulus and response there is a space. In that space is our power to choose our response. In our response lies our growth and our freedom.”- Victor Frankl – Lesson Our thoughts and emotions can lead us to make impulsive decisions if unchecked In order to make better decisions take a moment and become […]
A successful transition into retirement requires thinking about what you want, planning and taking action
“It’s all about knowing where you want to go, having focus, and, most importantly, taking action starting now.” Eric J. Weigel Share0 Tweet0 Share0
We all get in a funk once in a while. And that is just how life is, right? Better to accept than fight it, but it sure would have been nice if Mrs. Doubtfire had taught me this in kindergarten. Many days you can’t seem to get anything right and your life seems to be […]
You have watched the myriad of commercials depicting couples living happily ever after in retirement. Pictures of healthy looking retirees on a sailboat or couples holding hands while on a river cruise of the Danube River. Fun and adventure all made possible by the gentle and skillful guidance of a friendly looking financial advisor. The […]
Market crashes are not fun for anybody but you can learn to take advantage of everybody else’s despair.
Life can be full of regrets. When you are young you might regret not asking somebody out, or not trying out for the basketball team. In middle age, you might regret not taking that overseas assignment that was offered to you, or buying that bigger house in the suburbs that might have pressured your finances […]
ETF’s are great buy you must also know their limitations.
