As Benjamin Franklin once said, “. . . in this world, nothing is certain except death and taxes.” For good reason, few people like to talk about either of these topics. Nonetheless, in this article, I will focus on the latter, taxes. In retirement, taxes are coming...
Relationships exist between two or more people, but we also develop relationships with things. My wife would suggest I have a tumultuous relationship with my golf game. Others may find themselves in relationships with investments statements. How we mentally frame and...
Imagine a table filled with desserts – cookies, Danishes, doughnuts, pies, and brownies. Now imagine this table being in the kitchen at work versus the kitchen at home. Are you more likely to indulge in the Danish if it is at work or at home? This is an example of how...
Your Retirement Playbook with Joe Clark, CFP. In this segment, we will cover: There are several ways to get to Florida, but you can’t switch along the way! The goal is to get where you want to go, but there WILL be interruptions along the way, and we need to plan for...
During his inauguration speech, Franklin D. Roosevelt left us with these famous words, "So, first of all, let me assert my firm belief that the only thing we have to fear is fear itself – nameless, unreasoning, unjustified terror which paralyzes needed efforts to...
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: Golf is a lot like financial planning. Life is a series of decisions based on shots in the current conditions. Financial planning is a series of decisions based on shots and conditions. Golf...