Hear from founder and president, Tim Doehrmann.
We talk about more than just money. We look at the relationship of money, health, and time and how to maximize those resources to create memorable experiences throughout your life.
What's up with the housing market, and how is there a housing shortage?
Tim talks about annuities and how to decide whether or not to include them in your retirement portfolio.
Tim shares a list of 7-figure retirement dos and don’ts. List lovers will appreciate these 8 financial tips for a successful retirement.
Moving to a state with no income tax in retirement sounds great, but what about property taxes, sales taxes, and insurance rates? Move for lifestyle, not taxes!
Raise your standard of living for half the cost by living abroad? Tim shares some benefits and tips for living abroad in retirement.
Tim shares how to decide if you can self fund for long-term care and the two types of long-term care insurance with pros and cons.
Tim interviews Maggie Klokkenga, financial coach and owner of Make a Money Mindshift, and we dive into our money mindset.
Tim describes how dynamic distribution with guardrails works for on-going retirement income and how we determine how much money you can safely withdraw from your investments in retirement.
Tim talks about 4 strategies to consider in your Social Security planning process plus what you can do if you are not happy with the Social Security decision you have already made.
Since we specialize in working with clients close to or in retirement, Medicare is always a part of our planning process. Today, I am going to touch on some of the basics of Medicare.
Social Security is one of those things that most of us don’t think much about until we get close to retirement. Today we’re going to test your knowledge about Social Security.
Today we welcome Scott Witzig of Morton Community Foundation and talk about donor advised endowment funds.
Tim talks about the difference between a retirement rehearsal and a practice retirement and how either can help you determine if you are ready for retirement.
Does The SECURE Act address millions of Americans that are unprepared for retirement? Tim reviews 7 provisions of The SECURE Act and how they might affect you.
Tim discusses risk management and, particularly, whether or not you should buy long-term care insurance to supplement your retirement plan.
It can be difficult to put yourself in someone else’s shoes and this is certainly the case when it comes to money. However, helping them find an understanding or compromise can be rewarding for everyone. Like with most things, an objective third party can add great value to this type of situation.