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 […]
“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 »
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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