Retirement Planning, From Our President
The Downsize Retirement Myth – Video Blog
Do retirees really downsize their homes during retirement? Or, do they "right-size" or even up-size their housing? Overall, learn about...
Retirement Planning, Helpful Advice, From Our President
To Overpay My Mortgage or Not: That is the Question {Part 1: 10 Reasons Not}
Inspiration for my blogs comes from many sources. Sometimes I get inspired to write on a topic from a client...
Retirement Planning, Helpful Advice, From Our President
10 Reasons to Overpay Your Mortgage
Here are 10 reasons to overpay your mortgage - do you try to overpay your mortgage? Learn more with Diversified....
Financial Facts, Retirement Planning, From Our President
The Retirement Age Gap {A Unique Planning Opportunity}
What is the retirement age gap? It's the difference between when one spouse and the other retires.
Retirement Planning, Helpful Advice, From Our President
Retirement Dating – I Recommend it For Everyone!
Retirement dating is for everyone - meaning that you should "test drive" retirement before you get there. Learn more in...
Retirement Planning, Hot Topics, From Our President
Did You Miss It?
First, markets move quickly. Like, really quickly. They shot down at historic rates and then shot back up. Volatility is...
Retirement Planning, From Our President, Personal Growth
The Fulfillment Challenge
As lifelong financial coaches, it's incumbent upon us to take our financial conversations to a higher level. Higher than assets...
Financial Facts, Retirement Planning, From Our President
Dollar Cost Averaging – What is DCA?
You've probably heard of Dollar Cost Averaging (DCA) over the years, but maybe you don't know exactly what it is....
Financial Facts, Retirement Planning, From Our President
A Natural Financial Athlete
There's always that one kid. You may recall him growing up, or maybe they are a member of your child's...
Retirement Planning, Hot Topics, From Our President, Refinance
Is it Time to Refinance?
In the past couple of months, mortgage rates have been declining yet again. Today, you can find 30 year mortgages...
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