Retiring With Enough

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The end of the year is a great time to look forward and backward to evaluate where you've been, and where you're going!

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Merry Christmas and Happy Holidays for 2025

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“Money doesn’t change men, it merely unmasks them.” -Henry Ford

Several years ago, my wife and I decided we would not wait until we were deceased, but would instead provide financial gifts to our children while we were still alive. This outlines the concept of giving with warm hands versus giving with cold hands.

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It's not easy to create a mindset that embraces saving versus spending.

The pathway to saving money can be very convoluted due to a combination of psychological, economic, and practical barriers. 

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“Don't forget to set your scales back 10 lbs at midnight tonight for the holiday season, Thanksgiving through Christmas."

For better or worse, the holiday season is upon us again. It is arguably the best season of the year. It is also the season of each year that I gain the most weight.

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It's Thanksgiving, again!

Join me for a mini-Thanksgiving celebration.

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What are Estate Documents, and why are they necessary? 

I had Estate Documents drafted approximately 15 years ago. Why do these documents need to be updated?

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Multiple accounts mean more complicated record keeping, retirement planning, and tax preparation. The bottom line is, it’s just harder to keep track of multiple accounts across multiple platforms.

Is it time to consolidate financial accounts?

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Managing expectations is not about reaching a particular goal, or even attaining a certain financial level.  Managing expectations has much more to do with mindset and happiness. 

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Join Kevin Lyles, CRPC™ and me as we provide a long form discussion about choosing where to live in retirement.

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