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How these retiring business owners could be $913,000 better off in retirement

Over recent months I have had the opportunity to work with a coast based couple referred to us by existing clients. For privacy reasons, I will refer to them as Roger and Sue. Roger and Sue are both 60. They owned a professional services firm which they recently sold. They own their own home, have […]

What is Lifestyle Financial Planning?

To help you understand what lifestyle financial planning is, I want to begin by asking you a question; If you had the choice; Would you die with hundreds of thousands of dollars in your bank account or with a lifetime of experiences and memories? Very few people pick money in the bank. And that is […]