Happiness in Retirement

Recently I received a copy of a Wall Street Journal article from July 27th, 2005 titled “The Secret to a happier retirement. Friends Neighbors and a Fixed Annuity”. The funny part of this is I actually remember this article. At the time I was managing money and it did...

Financial Planning During The Pandemic

Since the S&P 500 set a record on February 19th we have seen a dramatic drop over the past 2 months and although there has been some recovery we will not know the long-term impact on the market for quite some time. The second quarter US GDP (Gross Domestic...

Are ACA Health Plans Worth the Risk?

Politics aside, ACA plans provide affordable care to many Americans. For those under 300% of Federal Poverty Level, these plans can provide a very affordable option. When you sign up for these plans you need to be aware that these plans are not cheap. In fact, they...
The Legend of Bigfoot

The Legend of Bigfoot

As we have wrapped up the very successful Bigfoot Festival in Marion, I was thinking about how Bigfoot relates to retirement planning; both can be very elusive.  When conducting a search you find that everyone has an opinion and with the introduction of the internet,...
Well Done, Good and Faithful Servant

Well Done, Good and Faithful Servant

As a CERTIFIED FINANCIAL PLANNERTM and a believer in Christ, this is what I hope is said of me. I admit that I struggle balancing both Christian beliefs and modern-day financial planning strategies. Take for example the balance between growth and greed or savings...