Downshifting Your Worklife

  According to a 2019 survey by the Society for Human Resource Management, the number of organizations offering informal phased retirement to some employees has risen by 15%. And while more broadly available formal programs are only offered by 6% of companies, many retirees are so focused on building their nest eggs that they never [...]

By |2021-12-06T14:53:23-06:00December 12th, 2021|Uncategorized|0 Comments

Envision Retirement 

  No, you're not the only soon-to-be retiree who's reluctant to leave your working days behind. What we do is so tied up in who we are that it can be difficult to picture yourself without a 9-to-5 job, even if part of that picture involves a beachfront condo or daily tee times. Where some [...]

By |2021-12-06T14:23:29-06:00December 6th, 2021|Uncategorized|0 Comments

Traditional or Roth 401(k)

This article applies whether you have a 401k, 403(b), 457, TSP etc.  Part of the decision comes down to your household tax situation both now and what it may be in the future.   Access to 401k If you have a 401k then you automatically have access to the traditional option.  That is the default [...]

By |2020-02-01T07:30:56-06:00February 1st, 2020|Investing, Uncategorized|0 Comments

Strategies to Paying Off Debt. How to Get Back to Your True Self.

I am going to take a different approach than most for helping you pay off your debt.  Research shows that we know what to do it is our behavior that holds us back.  The motivation piece and the feeling like we are getting nowhere. Let's dive in. “Do what is hard and life is easier, [...]

By |2019-05-30T14:41:28-05:00May 30th, 2019|Uncategorized|0 Comments

How We Plan To Reach Financial Freedom

  The secret to reaching the state of financial freedom is looking at your savings rate.  Your savings rate is going to be your best indicator of when can you retire. Do other factors go into it? Absolutely. However, you can be the best investor but if you don’t save enough it won’t matter.  On [...]

By |2018-10-14T18:43:36-05:00October 14th, 2018|Uncategorized|0 Comments
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