Resources

Lean into Life After Work

Wealth Advisor Jeff Johnson explores some tools to help you develop or adapt intention, purpose, connection and – importantly – community for every day and week of your life in retirement. By Jeff Johnson “Look before you leap” was a bit of good advice I received from my dad as I ventured into college, a …Read More.

Chess, Poker, Investing and Life

In chess, all the right moves ultimately are knowable. In poker (and investing and life), you can hold a great hand, make all the correct choices, and still lose. Wealth Advisor Doug Buchan looks at how this conundrum can affect the way we make financial decisions. By Doug Buchan Allan Rufus, in his book, “The …Read More.

The Fear of Offending

Wealth Advisor Connie Brezik offers some tools for finding your voice and overcoming the fear of offending a loved one when aging or diminished capacity make a difficult financial conversation necessary. By Connie Brezik We often let things go, even to our detriment, to avoid offending someone. This fear of offending can keep you in …Read More.

Educate Your Heirs

Wealth Advisor Connie Brezik looks at why one of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. By Connie Brezik One of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. This can include …Read More.

Viewing Management Fees on Reinsurance Interval Funds Through the Correct Lens

When evaluating how much your reinsurance fund costs, don’t just look at the expense ratio. Rather, writes Larry Swedroe, look at the value it adds relative to the expense ratio. By Larry Swedroe The reinsurance industry’s existence presents an opportunity for investors to add an asset, through participation in its business, with “equitylike” expected returns …Read More.

Make life easier in 2020

Got goals? Wealth Advisor Connie Brezik looks at a practical way to remove obstacles, solve problems, and find peace in 2020. By Connie Brezik As you start 2020, take a deep, meditative breath and envision how much easier your life could be if certain obstacles were removed and nagging problems were solved. What if you …Read More.

Recency Bias Erodes Discipline and Destroys Investor Returns: Reconsidering Reinsurance

Resisting recency bias, writes Larry Swedroe, is the key to earning the premiums available from all risk assets, including reinsurance. By Larry Swedroe Among the errors discussed in my book “Investment Mistakes Even Smart Investors Make and How to Avoid Them” is one called “recency.” Recency bias is the tendency to overweight recent events/trends and …Read More.

Turning a Saver Into a Spender

Know a reluctant spender? Someone who sees it as part of a proud lifestyle, a badge of honor? Wealth Advisor Connie Brezik offers ways that even ardent savers can feel more secure about spending money in retirement. By Connie Brezik Old habits are hard to break. You may have been raised in a household where …Read More.

Figuring Out if You Should Retire (copy)

Sure, having enough money is an important part of the retirement equation, but there’s much more to consider as well. Wealth Advisor Connie Brezik tackles four questions to ask and answer before you take this step. By Connie Brezik, CPA/PFS, CFP®  Anyone considering retirement, or who has retired in the recent past, understands that there …Read More.




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