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Six Steps to ensure you’re ready for retirement
If you’re within six months or so of retirement, there are certain things you need to do now to help prepare yourself for the transition
May 17, 2023
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Longevity: The Retirement Problem No One Is Discussing
Many people saving for retirement fail to take into account how living longer will affect how much they’ll need once they stop working. What should
April 24, 2023
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An Independent Review of the Missouri Public School Retirement System (PSRS) Pension
Warning: This is a long post about the Missouri Public School Retirement System PSRS. If you have zero interest in the Missouri pension system PSRS, how
March 23, 2017
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How Many People In St. Louis Think About Money
What I have found to be true from working with clients for over two decades is that some have a certain way of thinking about risk that
March 20, 2017
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Anatomy of a Financial Plan
One of the most confusing things about money management is defining what it means to have a financial plan. This can be a challenging topic
November 4, 2016
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Who Gets to Keep More, Them or You?
What would you think if I told you that the government and our banking system has control of over 60% of your income? Sound ridiculous?
September 27, 2016
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Stock Broker or Retirement Planner?
Time and time again I hear from retirees who are stressed about how to get organized and prepared for retirement. They are not sure where
July 27, 2016