Insights

An Inheritance is so Much More than Money

Being in the industry that I am in, I commonly run into my clients having an inheritance. All too often, when we think about inheritance, we think of the check that gets written upon someone’s death or the IRA that has to be transferred into your name.

Retirement Needs a Rebrand

For a second, I want you to close your eyes and imagine someone that’s in retirement. Did it include sitting on a beach every day without a worry in the world, a job to do, and a margarita in your hand? I’d be lying if I told you that’s not what I used to picture and believe me, after a winter in Eastern Iowa, I’d be elated at the thought of doing so.

The Compass and the Speedometer

I am, by definition, a Twitter lurker. Aside from the occasional reply to a fellow Financial Planner’s tweet or likes of Iowa basketball or football highlights, I rarely post anything.

Lessons from Breaking Bad

Breaking Bad is one of those “All Time” TV shows in my mind. It may not be everyone’s cup of tea with its dark and violent themes, however, it does offer some valuable lessons from time to time.