August 12, 2022
Category: Future Planning, Ideas for Reflection, Joe's Reading List, Uncategorized
A great read on the fundamentals of money management: spend less than you make start saving early look for set and forget investments (and then actually set and forget them) I’ll reach out to Morgan to see if wants help with the follow up book, The Psychology of Insurance
February 28, 2020
Category: Estate Planning, Life Insurance, Uncategorized
An outline on some of the benefits of owning personal Life Insurance in a corporation
October 29, 2019
Category: Estate Planning, Future Planning, Ideas for Reflection, Retirement
Words of wisdom from Billy Crystal in City Slickers
May 9, 2018
Category: Estate Planning, Future Planning, Retirement
The wealthy are willing to pay for a longer life. The successor to income inequality is longevity inequality.
February 22, 2018
Category: Estate Planning, Future Planning, Retirement
If you find yourself nearing retirement and suddenly having to find new service providers, ie., financial advisor, doctor, or dentist, there are a number of areas you should consider when choosing a new provider. Your needs may have changed from when you first started working with these service providers and it is worthwhile to consider these changes before starting out with someone new so you can ensure that the fit is appropriate. The article examines the areas you should consider and provides a few questions to ask yourself during the process.