by Wes | Jul 3, 2025 | Retirement
I’ve been thinking a lot lately about two words we often use interchangeably: Honesty and Integrity. We say, “Oh they’re honest, so they must have integrity”. But are they truly the same? And why does this distinction matter so much, especially...
by Wes | Jun 23, 2025 | Retirement
Now, that your retirement date is quickly approaching. You’ve got your financial team lined up (Financial Advisor, Tax Pro (CPA), Estate Attorney (Lawyer), the whole crew. Are you sure you’re asking the right questions? Could your dream retirement be at risk because...
by Wes | 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...
by Wes | 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...
by Wes | 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...
by Wes | 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...
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