Tag: planning
Dennis McNamara Invited to Join the Kiplinger Advisor Collective
Incredibly honored to share that I’ve been invited into the Kiplinger Advisor Collective, joining a brain trust of financial experts …
A Cautionary Tale: Baby Boomers Want a Do-Over
A recent study by Annuity.com reported that if Baby Boomers could go back and make different choices, most would prioritize their health …
Living Your Eulogy Virtues
Awhile back in our piece on Minimalism we touched on the topic of death. Inspired by John’s January newsletter reflections …
End of Year Planning
Some end-of-year housekeeping and planning strategies to close out the year on a good note: Review your portfolio: with upcoming …