Last summer, I reflected on the idea of choosing your own path in retirement—symbolized by my decision to not play from the green tees during a golf tournament. That moment sparked a deeper realization: retirement isn’t a one-size-fits-all destination. It’s a journey, and it should be one you design intentionally. Recently, my wife Cathy and […]
I often get asked, “When do you plan to retire, Robin?” It’s a question that catches me off guard because I genuinely enjoy what I do. Finding solutions that enhance my clients’ financial well-being is incredibly fulfilling. I sometimes wonder, especially now that Warren Buffett has announced his retirement, if he faced the same question […]
Last summer, I found myself in an unexpected situation while playing in a charity golf tournament. My teammates were quite competitive and knew that I had recently reached the age of retirement, thereby allowing me the distinct privilege of moving up from where I could hit my ball, often referred to as the green tees. […]
It has been some time since Cathy and I have taken an extended vacation. Much of this had to do with COVID travel restrictions and my overall busy schedule. With all that said, we planned a cruise about six months ago and flew out the end of July. Only about four days had passed when […]
Recently I listened to an interview with Fred Smith, the highly respected founder and executive chairman of FedEx Corporation. He shared how over the next months or years policy changes need to be made when it comes to government spending and debt. Federal spending has risen dramatically to where almost $2 trillion was borrowed last […]
For the past 20 or more years, Cathy and I have been rising early twice a week to join a 6:30 a.m. aerobics class. The participants have become like family over the years — to where we must know your date of birth before you can join. This is because the fellowship of gathering to […]
The reason so many of us love watching the holiday special It’s a Wonderful Life is the main character, George Bailey. Through George, we learn of the importance of sacrifice and redemption, small-town values, and, yes, the virtues of small banks. In a critical moment in the film, George hopes to prevent a run on his family’s […]
In 2022, we watched the former FTX CEO Sam Bankman-Fried and his FTX cryptocurrency exchange collapse. With investors’ concerns it may result in another Bear Stearns moment, that collapse dealt a catastrophic blow to cryptos reputation and the plans and aspirations of many in this unique industry. The question now is, is this the end […]
The Labor Department announced earlier this month that the consumer-price index increased 8.6% in May from the same month a year ago, marking its fastest pace since December 1981. This was above analyst expectations of 8.3% and sent U.S. stocks down as consumer sentiment dropped along with them. With ongoing inflation and a lagging stock market, you […]
It has been said that it takes 21 days for a habit to be formed. For example, going to the gym for 21 consecutive days results in you not thinking twice about going to work out. Or taking a three-week break from dessert after dinner each night will result in you saying, “No, thank you” […]