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…
Read moreDoes 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…
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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…
Read moreNobody 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…
Read moreHow 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…
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