Retirement Planning

Downsizing for Retirement

Successful retirees are the ones who retire and stay retired because they had a plan. Not just a plan for their dollars - a plan for their life. Find out more on this week's episode of Life Planning 101.

My Farm & Ranch - Transitioning and Retirement Planning

Are you a farmer, rancher, or even a business owner? Have you thought about how you're going to transition into retirement? Don't miss this week's episode! If you haven’t thought about your own legacy, here are some important things to consider. We call it the “Who, What, When, How, Sam and Plan Approach.”

Tax Deadlines & Other Money Matters

Here are some common Q&A about the updated tax deadline and other money matters. If you have any questions, give us a call – we’re here to help.

Rethinking Your Thinking

You have a golden opportunity right now to press the reset button on your life and your life plan. Make the decision to rethink your thinking and make sure that your future you won’t end up with any unacceptable regrets.

Coronavirus, Children & Charities

Interestingly enough, COVID-19 has opened up some doors to help protect both your children and the charities that are near and dear to your heart.

Which Guarantee Do You Want?

Most people work extremely hard to get to retirement. The greatest risks occur as they begin their descent into retirement. Find out more on this week's episode of Life Planning 101.

The 5 Biggest Risks in 2020

What are the 5 biggest risks in 2020? Can you see them? If you truly desire that 20/20 Vision for your future, go to the financial optometrist as soon as you can. Find out more on this week's episode of Life Planning 101.

Were You Sold Something or Do You Need It?

It's 2020...Take control of your future so you can live Life on purpose! Don’t be sold something you don’t need. Invest in something you do need. Find out more on this week's episode of Life Planning 101.

The SECURE Act - Is it Really a Good Thing?

The SECURE Act passed with flying colors at the end of 2019 and dictated several MAJOR changes to the rules around retirement plans.

Are You Spending Enough in Retirement?

If living retirement to the fullest is important to you, get help—professional help. It’s worth it! Don’t fall victim to your behavioral inclinations.

No Way Around It

Why is it human nature to do nothing until the pain is bad enough? Why do we not take preventative measures for our health, our business, and future?

Protecting Your Parents

Elder abuse is real! Research estimates nearly 5 million elderly people are abused each year and only 1 in 14 of abuse cases are actually reported. This week we discuss preventative steps you can take to protect your aging parents.