The Bank Resource Shuffle
Maybe I’ve watched too many episodes of Ozark this year but for some reason I feel like I’m talking more and more to people about moving money around to avoid…
Calling for help
Rob Wrubel, CFP® Take this easy test. I promise, it’s easy. There won’t be any calculations regarding trains leaving from Station A or B. Your glasses break. Who do you…
Secret Sauce
Is there a “secret” to planning for your future? A special sauce few know that everyone desires? A key to unlock the treasure chest? One tip or technique that makes…
Tapping the Emergency Fund
Tomorrow morning, I have to write a check and hand it to a contractor. It’s a check I don’t want to write but it’s one that needs to be given.…
Cheers From The Crowd
“Let’s go Switchbacks! Let’s go Switchbacks!” Sports events can be exciting, especially when the crowd stands together, claps and hands and joins in cheer for the team on the field.…
Start
We watched the Olympics in Tokyo and though my daughter with Down syndrome would have preferred watching old episodes of Glee she appreciated the incredible ability of the athletes across the different…
Fly Me to the Moon
“Fly me to the moon, let me play among the stars.” Frank Sinatra sung that great song in August of 1964 when the space program and dreams of setting foot on…
Life Insurance Basics
When I was younger, I loved reading the stories of the Greek gods. The gods had a majesty to them. They could go anywhere, change shape and wield great power.…
Are family money messages holding you back?
A client was in the office recently and as we reviewed her retirement plan, she made one comment that stood out. She said, “My family always told me I’d never…
Are you on track?
Puzzles. Symphonies. Synchronized swim events. The car you drive. What do these have in common? They are made up of many pieces, each of them requiring mastery, that blend together…
Debt reduction and stress relief go hand in hand
What keeps you up at night, financially? Is it having too much money in the bank? Too much income? Too many cars, houses, or clothes? Unlikely. One significant source of…
18 minus 64: Milestones for Parents
18 minus 64. The math doesn’t add up. It does not make any sense. What kind of financial planner comes up with a negative number anyway? And why take the…