You may have heard of Bill Bengen’s 4% rule for retirement withdrawal. Through back testing and calculating and thinking really hard, Mr. Bengen concluded that a retiree could start taking 4% out of investments and have his/her nest egg last…
Calling all grumpy Boomers and Gen X-ers: Say what you want about Millennials, Gen Z, The Youth of Today, but in my experience, young adults have a lot of financial savvy. One thing I help 20-and-30-somethings with often is…
It’s possible you are NOT looking for more content to clog up your inbox. Just in case you’d like some quality reads, here are three that I like: 3-2-1 from James Clear, author of Atomic Habits. Which I still…
This may seem like a weird blog coming from me – a non-beer drinker and not a lover of dachshunds. But Oktoberfest has lots more to enjoy like German wines, giant pretzels, and adults dressed in Lederhosen. Read on…
In a previous blog I mentioned attending the Investment News Women’s Advisor Summit. Here is another tidbit I learned. You can add a Designated Trusted Contact to your accounts and with your investment advisor. This isn’t the same level…
Looking for a break in your routine, but reluctant to join the airline chaos that is Summer 2022? Here are some quick ideas for you. Manitou Springs A quaint little town adjacent to the south side of Colorado Springs,…
