Blog — financial planning RSS

Sticking to a plan works better when it is simple, makes sense, and is easy to remember. For savers and investors just getting started, here’s a six-step program to implement and follow. W stands for Worthwhile Goal. Begin by developing the discipline to start saving and investing and discover your “why.” If you haven’t seen...

Today, our society benefits and suffers from an information surplus. Some information is valuable and helpful; some information is harmful. A young farming couple came to see me (I think of age 55 as young!) for guidance on how to improve their financial situation. They had taken my retirement planning class at the local community...

Cocktail party talk is one of my favorite story topics because it reminds me how important it is for most nonfinancial types to have a wealth adviser on their team. At a get-together this past week, a new friend found out I work in the financial world. She and her husband asked me the usual...

One of my natural abilities is thinking about the future, planning and developing a vision for my cherished clients, my professional practice, and my family. Yes, I’ve done the Gallup Organization Strength Finder tests multiple times, and you should, too. Being “futuristic” is easy for me, but I realize it’s not easy for everyone. Thinking...

My life has been centered on my work as a financial adviser. And I live in a modest-sized Midwestern town, Lincoln, Nebraska, so it’s not uncommon that I meet people socially who know of me and the work I’ve been doing. It’s all part of living in a community. After a handshake and small talk,...