We got to an LSU football game once, only to discover we’d left the game tickets on the kitchen counter (stop laughing…you know you’ve nearly done the same). That wasn’t as bad as the time we got to Disney World, four Magic Kingdom manic kids in tow, only to discover we’d done the same things […]
Did You Forget Something? Read More »
What’s the first thing they do when you go to a doctor’s office? OK, well yes, they check to make sure you have insurance. But what else? OK, you got me. They make you fill out a clipboard full of information that you fill out every single time you go to the doctor’s office. My
Wouldn’t it be nice to work at one of those places that offered big-time retirement perks? I mean the kind of employer that promises to send you millions of dollars over the course of your retirement. Guaranteed. You might be closer than you think. When it comes to retirement, attitudes naturally change as we get
Social Security: Attitudes Alter with Age Read More »
“They’ll let you buy fresh dough and do it yourself,” Harrison offered. “You just get it in a big ball of dough, take it home and make your own. It’s cheaper!” I started thinking about flour all over the kitchen counter (and floor), chopping up dozens of ingredients, a hot oven and my spotty history
DIY in the Kitchen and in the Retirement Account Read More »
The only thing she had left of him was his estate. If she lost that, she would lose him. It became obvious in our first conversation that she wasn’t here to talk to me about stocks, bonds, houses, buildings, businesses, or timberland. She had inherited all of that from her father. From a purely financial
Inheritance: Is It a Burden, Barrier, or Benefit? Read More »
“If I have my mind, I can work.” “Great,” I answered. “Let’s test that theory out.” I opened my drawer and pulled out a hammer, laying it gently on the desk between us. “Please place your hand palm down on the desk,” I said. “Your off-hand is fine. And please don’t move it…the hammer can
Your Disaster Scenario Read More »
What’s got you stuck? Consultant Bobb Beihl tells of a time he was behind the scenes of an Arizona circus and started chatting with a man who trains animals for Hollywood movies. “How is it that you can stake down a ten-ton elephant with the same size stake that you use for this little fellow?”
What’s Got You Stuck? Read More »
When Tyler left, Melinda cried. She cried because he was a kind, thoughtful young man who reminded her of her own sons, whom she had also seen leave the nest. In the month or two he’d lived with us, he’d unconsciously worked his way into her heart. I also got a little misty-eyed…without being asked
It would be a one-time expense. He was not asking my permission. He was notifying me of a change I was now being tasked to make in his retirement plan. He drove that change to our meeting. I had not previously thought of him as a tricked-out Escalade kind of guy, but there he was
One-Time Expenses are Rarely One Time Read More »
“That’s never going to happen.” She held a binder in her hands with papers, charts, and projections outlining the process of how she and her husband might gradually replace the income they each earned through working with income that comes from their accumulated assets. Otherwise known as a retirement plan. “Now hold on a minute,”
From Vision to Provision to Victory Read More »
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