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Is Retirement Really All It’s Cracked Up To Be

Is Retirement Really All It’s Cracked Up To Be

Maybe. Maybe Not. By Bob Barber I’m reading a fantastic book right now called “The New Retirementality” that I learned about at a national Christian financial conference in Orlando, Florida. This book exposes a myth we have come to believe in America: when we obtain a certain age like 65, we should retire, and retirement [...]
Are You Fit To Retire?

Are You Fit To Retire?

As a certified Fit To Retire® coach I am here to help you with your planning and questions on your journey towards retirement. Our Fit To Retire® online assessment tool and “Readiness Roadmap” complements your overall retirement planning process. This tool covers five main areas of retirement success during the three phases of retirement. These [...]
January 2016 Newsletter

January 2016 Newsletter

A Verse For The New Year! Isaiah 43:19 See, I am doing a new thing! Now it springs up; do you not perceive it? I am making a way in the desert and streams in the wasteland. 5 Financial Areas to Focus on in 2016 Start The Year Off Right With a new year comes [...]
Guaranteed Retirement Income For Life

Guaranteed Retirement Income For Life

It is estimated by many sources, that for the last few years approximately 10,000 Baby Boomers are retiring daily in our country. This is expected to continue for at least the next ten years.

Creatived Giving – PART 6 – The Donor Advised Fund Continued

Creatived Giving – PART 6 – The Donor Advised Fund Continued

THE DONOR ADVISED FUND Last week I introduced a tool for leaving a financial legacy called a donor advised fund. I also shared three scenarios where a solution for leaving a financial legacy was needed. In all three of these scenarios, a donor advised fund may be used to more efficiently accomplish short and long […]