Blog

Inspired thoughts for daily living.

A sheet of paper with the words "Social Security" typed on it in an old-fashioned green typewriter.

Taking Social Security Early?

I am now part of the club; the Social Security benefit club. I started on Social Security at my full retirement age (FTA). I applied online and while my wife did the same thing at first, we had a few extra items to discuss in person at our local SSA office. Whether online or in person, we both had excellent experiences with SSA staff. Even when SSA staff needed to call us back, the calls came in their appointed time. Let me say it again, our federal workers did an excellent j

A person swipes a Capital One Visa credit card through a white card reader, with various tools and small items scattered on a dark surface in the background.

Financial Fitness

Financial stress can take a toll on our health, but building a financial action plan can help bring peace of mind.

An older couple sits together on a sofa, reviewing financial documents and handling cash, with a smartphone and a notepad on the coffee table in front of them.

Advisors: Move Your Clients From Saving Money to a Life of Meaning.

As a keynote speaker for financial planning groups, I energize advisors and clients with motivational presentations focused on life transitions, family legacy, and creating sound financial plans, tailoring each talk to meet the unique needs of every audience.