“I KNOW, I KNOW…I’LL GET AROUND TO IT.”

Posted by Michael Kane, CFP®
On September 11, 2017

Sound like a familiar saying around your house? It does around mine. I am notorious for saying I’m going to do something, only to turn around and it’s several months later, and still nothing has been done – just ask my wife. Whether it’s cleaning out the garage, organizing photos from your vacation last summer, […]

FINANCIAL PLANNING: HELPING YOU SEE THE BIG PICTURE

Posted by Michael Kane, CFP®
On May 7, 2017

Do you picture yourself retiring comfortably, paying off all your debt, starting a new business or traveling extensively? These are a few of the retirement goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes in. Financial planning is a process that can help you target […]

ON THE ARRIVAL: THINKING ABOUT RETIREMENT WELL BEFORE RETIREMENT

Posted by Jeff Baumert, AIF®, CIMA®
On March 3, 2017

You’ve worked hard and logged tens of thousands of hours transiting the globe. Along the way, you’ve deftly handled a handful of minor emergencies, and perhaps even one or two that left your knees weak. You’ve smiled and waved at thousands of satisfied passengers as they safely departed to the next stage of their travels. […]

THINGS YOU CAN CONTROL IN YOUR FINANCIAL PLAN

Posted by Michael Kane, CFP®
On December 2, 2016

Just as a successful flight includes many complex and moving parts, an effective financial plan requires several considerations. When approaching the construction of a financial plan, you will learn that there are things that you have a great deal of control, things you have some control, and also things that you have no control over. […]