by Joe Lind | Apr 10, 2025 | Nearing Retirement
Let’s talk about something most advisors ignore—your health. Not just in a “Live long and prosper” kind of way, but in a real, tangible way that impacts your financial future. Because here’s the thing: your investing strategy isn’t just about your money—it’s about...
by Joe Lind | Apr 8, 2025 | Investing
We get it. When the market is bouncing around like a pinball machine, and we keep saying, “Stay the course,” it can feel like I’m just telling you to do nothing while chaos swirls. That’s frustrating. It’s scary. And, honestly? It’s completely normal to feel that way....
by Joe Lind | Apr 3, 2025 | Nearing Retirement
If you’re in your late 50s or early 60s, you’ve probably started thinking about Social Security and Medicare. And if you’ve gone down that rabbit hole, you already know—it’s a mess. The rules change, the advice is all over the place, and everyone seems to have a...
by Joe Lind | Apr 1, 2025 | Investing
One of the biggest frustrations we hear from couples? “Our old advisor only talked to one of us.” Maybe they focused on whoever set up the meeting. Maybe they assumed one spouse handled all the finances. Either way, the message was clear: One of you matters more than...
