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Tag: planning

Kiplinger Advisor Collective

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 …