**Composing a harmonious financial plan.**

January 8, 2020January 8, 2020
The Rules Have Changed: What the SECURE Act Means for You

John and Ron breakdown the the SECURE Act and how you and your family could be affected by the changes ... Read more
November 20, 2019January 8, 2020
Personal Training and Personal Finance

The Prelude: There are actually a lot of principles from the personal training and fitness world that we can apply ... Read more
November 6, 2019November 5, 2019
The Retirement Road Trip

Let’s look at some of the items that should appear on both your road trip checklist and your retirement planning ... Read more
October 23, 2019October 23, 2019
Steps to a Scandal-Free Retirement

If you take a close look at most folks’ financial situations, you’ll find that it’s almost scandalous how badly their ... Read more
October 2, 2019September 17, 2019
Retirement Planning on the Tennis Court

The Prelude: What does tennis have to do with retirement? Probably more than you would think. We pulled three aspects ... Read more
September 18, 2019October 24, 2019
The Retirement Road Trip

Organizing items in your financial junk drawer to better fit your investment needs…
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September 4, 2019September 18, 2019
How Retirement Planning is Like a Game of Chess

From pawns and knights to queens and kings, John compares planning for retirement to playing chess.
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