The FIRE Movement – Is It For You?

FIRE, an acronym for “Financial Independence, Retire Early” is trending as a new financial lifestyle.  In a nutshell, FIRE promotes extreme savings in your 20s, 30s, and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.  Some proponents suggest saving 70% […]

What Are Your Retirement Values? Defining Success for Life’s Victory Lap

There are some who see retirement as a finish line. I feel like this is slightly misleading. In actuality, quite a lot can still be accomplished at this time in your life. Rather than viewing retirement as a reprieve from the hustle and bustle, I like to see it as a final chapter to solidify […]

Money Management for College Students

For many young adults, college is the first time they are independently managing their own money. It can be a time marked with excitement and new opportunities, or anxiety and worry. Financial skills built at this time can have long-lasting benefits. Likewise, money mistakes made now will carry on into their future. That is why […]

Long-Term Care (LTC) Options as You Age

People are living longer – that’s a fact. Unfortunately, all those additional years aren’t always spent in optimum health. With longevity comes the complicated question of how to pay for the necessary health care for those additional years. Costs for unexpected and long-term chronic care are rarely covered by Medicare. People are having to face […]

Knowing Your Financial Bad Habits

The road to financial independence isn’t always a smooth one. There are plenty of things that can pop up and derail us from our goals. Sometimes it’s an unexpected turn of fortune, like a sudden loss of a job or a medical crisis. More often than not, though, the things that derail us from our […]

Life Insurance: It’s Not Just For Your Parents

Like many in my generation, I prefer to subconsciously minimize the odds that I’ll become ill and ignore the reality that I’ll eventually pass. Unfortunately, the harsh reality is that illness and death are inevitable. Enter another subject we tend to ignore: Life Insurance. For many Americans – particularly young and/or single adults, life insurance […]

When Your Financial Dreams Get in the Way of Your Financial Goals

Words are power, and each word has its own weight and energy. Words have inspired people to stand up for what they believe in or hang their head down in defeat. Therefore, choosing the right words to describe that which you want to manifest is very important. For example, when speaking of aspirations for the […]

Planning for Retirement With Your Spouse

Retirement is a big deal, and there are a lot of moving components to plan out. Those issues multiply when there is another individual added to the mix. My definition of retirement is the financial freedom to move into the next chapter of your life, and that next chapter is different for everyone –especially spouses! […]

The CEO Forum – July 2019

10 CEOs Transforming Business Through Innovation Click the “DOWNLOAD” button for Jeff Motske’s feature.

College – The Next Chapter: The Selection Process

It’s graduation season, and there’s an excitement in the air about starting a new chapter. Mixed in with this excitement is an element of stress to make the right decisions: decisions on how things should be done, when they should be done and where they should be done. All these decisions are common, but they […]

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