Tag Archives: Retirement

SB 1040 and Free Markets

Posted on September 27, 2012 by

SB 1040 has been passed, and like most bills of its kind it is long and complicated but can be made simple to understand for those affected by it. I want to do two things today: 1. Help teachers with … Continue reading →

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A Rare Opportunity

Posted on June 29, 2011 by

Something happened to me last month that may never happen again. I was given the opportunity to calculate the return that one of our newest clients had achieved in her mutual fund over the past three decades. What’s the big … Continue reading →

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Worry or Work?

Posted on June 15, 2011 by

At a John Maxwell seminar 10 years ago or so, I heard something that I have never forgotten: He said that leaders never stop paying the price to be leaders. He talked about how a great leader is a person … Continue reading →

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OPTIONS = 40 hours/week + 4 hours/year

Posted on February 15, 2010 by

I’m not sure what retirement is anymore, but I think I like it.

Over the past 10 years I’ve heard as many different ideas of what ‘retirement’ will look like as I’ve had clients talking about it. More than ever, they’re talking about continuing to work either full or part time, starting a business, or volunteering somewhere…. Continue reading →

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2010? 2020? But Who’s Counting?

Posted on February 20, 2009 by

WSJ Bear Mauls “Safe” Target Funds, Too

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