Healthy, Wealthy, & Wise Retirement Newsletter

"Anyone who stops learning is old, whether at twenty or eighty. Anyone who keeps learning stays young.” -Henry Ford

March 20, 2021

Healthy, Wealthy, and Wise TAXES: REAR-VIEW vs. WINDSHIELD Bill, a CPA, and Marj, a retired nurse, decided this year to deviate from their normal vacation each year to the Black…

March 6, 2021

Healthy, Wealthy, and Wise DO I NEED A FINANCIAL ADVISOR? Ernie and Sharon were filled with excitement, on their way to a 5-star resort.  Married for over 40 years, they…

February 20, 2021

Healthy, Wealthy, and Wise ADVISOR-RELATIONSHIP TYPES: FINDING YOUR FIT John and Carl were chatting at their local coffee shop, as they do most mornings.  They had already lamented about the…

February 6, 2021

Healthy, Wealthy, and Wise ARE WE STUCK IN THE 1990’S!? Cindy first met her advisor through an introduction from a friend.  She thought the advisor was nice enough and there…

January 23, 2021

Healthy, Wealthy, and Wise ANNUITIES- THE GOOD, THE BAD, THE UGLY “What do you think about annuities?”  This is one of the most common questions retirees ask.  In a future…

January 9, 2021

Healthy, Wealthy, and Wise WHAT I LEARNED FROM 67,161 PUSHUPS To say that 2020 was a year filled with challenges would a massive understatement!  Everyone had to come to terms…

December 12, 2020

Healthy, Wealthy, and Wise CREATING A BIBLICAL-BASED RETIREMENT PLAN Money, politics, sex, and religion…we’ve already covered two of these taboo topics and one we’ll leave alone, so let’s dive into…

December 26, 2020

Healthy, Wealthy, and Wise HOW TO LIVE A HEALTHIER YOU! It has been a longtime vision of mine to create an investment firm with the best financial planning for retirees…

November 28, 2020

Healthy, Wealthy, and Wise HARVESTING TAX GAINS OR LOSSES FOR YEAR END If you’re anything like me and you grew up around Iowa, the word “harvest” had everything to do…

November 14, 2020

Healthy, Wealthy, and Wise WHAT’S THE DEAL WITH MEDICARE ADVANTAGE PLANS? If it’s good enough for Joe Namath is it good enough for you?  The answer, a resounding…maybe.  If you…

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