Making good decisions – it’s something we’ve done with greater frequency as we’ve gained wisdom and experience. Yes, we may regret a few decisions we’ve made however the consequences are in the past and we’ve learned our lessons well. If you are like me, we are joining the more than 50 million Americans who will reach retirement age in the next 15 years. Continue reading
Month: November 2015
Hello and welcome
“What will you do with the rest of your life?” It’s been a question I’ve been playing with like a kitten with a ball of string. My time spent in the financial services industry and my mission to improve the financial lives of consumers leads me to this effort which will center around two broad themes – the future of financial services and improving the personal financial management methods we each use to manage our finances month to month.
I encourage you to hold a positive attitude about the future as we explore the possibilities and consider me a fellow traveller on this journey. In return, my hope is to leave you with actionable insights you can take advantage of immediately. I invite you to leave a comment or ask a question.