Mann Tracht, Un Gott Lacht

“Mann Tracht, Un Gott Lacht” is an old Yiddish proverb that means, “Man Plans, and God Laughs.”  The paradox of planning has never been more stark than in the past year. With unexpected lockdowns, travel cancellations, and all this other…

It's going to be OK!

In all my years as an accredited Chartered Life Underwriter*, I’ve been through seven recessions. And while this one is very, very different in some respects, it’s already showing many similarities to all seven I’ve had the good fortune to…

placeholder

Does Santa flies randomly from house to house? 

Santa has a lot of houses to visit — and only one night to do it all. The only way he gets it all done is with a plan. Sure, the elves help him make the toys, but it’s his…

Help keep roller coasters in amusement parks… 

…and by that I mean out of your retirement strategy!!!         

Look, we all know just about everything ebbs and flows, or swings in cycles – the seasons, economic activity, political leanings, interest rates… everything! And if you take a look…

placeholder

Nobody likes to be backed into a corner… 

Being backed into a corner always puts you in the worst possible position. That’s true in the boxing ring; it’s true when you’re painting your house; and, it’s true in retirement planning. 

And in a few years, that’s exactly the…

placeholder

How to know if an advisor is right for you… 

I was recently in a workshop in which the participants were asked, ‘what is the most valuable thing you do that your clients don’t even see?’ 

The responses were incredible – it made me realize how much we all do…

placeholder

Can you name one special relationship in your life? 

This is the time of year when we give thanks for what we have been blessed with, help others in need, and spend quality time with the people who are special to us. That got me thinking about the special…

placeholder

Are you ready to get real about retirement? 

By Cindy Bowden 

It’s spring – and tax time. Chances are you are getting advice from multiple different advisors about your tax and financial planning. And chances are, it’s all good advice… but some of the advice from one…