Building Your Dream Retirement: A House-Building Analogy

by | Jun 16, 2025 | Retirement

Imagine your ideal retirement as a beautiful, custom-built home that perfectly suits your needs and dreams. Just like constructing a house, building your desired retirement isn’t an overnight process; it requires careful planning, consistent effort, and ongoing...

Why You NEED An Emergency Cash Stash

by | Jun 9, 2025 | Retirement

How much cash should you have stashed around the house? This is a really important and often overlooked aspect of financial preparedness. This advice is not just for retirees but I believe is sound advice for everyone. Usually when we think of financial preparedness...

Commonalities and Benefits of Having Retirement Dream Team

by | May 31, 2025 | Retirement

In the past few posts we’ve explored the crucial roles of financial advisors, tax advisors, estate planning attorneys, healthcare insurance advisors and lifestyle coaches. While each plays a distinct part, their effectiveness is magnified when they operate as a...

Retirement Team: Choosing a Lifestyle Coach

by | May 25, 2025 | Retirement

Today we’ll discuss what to look for when choosing a Retirement Lifestyle Coach. This is continuing with the “Retirement Warning: Don’t Go it Alone!” article where I discussed the importance of building a Retirement Team to help with retirement...

Retirement Team: Estate Planning Attorney (Lawyer)

by | May 23, 2025 | Retirement

Today we’ll discuss what to look for when choosing your Estate Planning Attorney (Lawyer). This is continuing with the “Retirement Warning: Don’t Go it Alone!” article where I discussed the importance of building a Retirement Team to help with...