by Joe Lind | Nov 7, 2025 | Financial Preparedness, Nearing Retirement
Every fall, like clockwork, my inbox fills up with questions about Medicare. And I get it — the enrollment window is short, the choices are endless, and the fine print can make your head spin. But here’s the truth: the best time to review your Medicare coverage isn’t...
by Joe Lind | Oct 31, 2025 | Financial Preparedness, Nearing Retirement
Every December, without fail, I get the same call: “Joe, can I still make that gift to the kids before year-end?” And my answer is usually something like, “Yes, but let’s make sure you’re not wrapping your checkbook in a bow five minutes before midnight on December...
by Joe Lind | Oct 6, 2025 | Nearing Retirement
October isn’t just about pumpkins, football, and figuring out how much Halloween candy is “too much” (answer: there is no limit). It’s also harvest season — the time when farmers gather the crops they planted and nurtured all year. Funny thing is, investing and...
by Joe Lind | Jul 10, 2025 | Nearing Retirement
Cincinnati: where Skyline Chili isn’t the only thing with layers. Around here, retirement dreams come in two flavors — and they couldn’t be more different. If you grew up mowing five acres, you might find yourself fantasizing about a walkable life near Findlay Market....
by Joe Lind | Jun 10, 2025 | Nearing Retirement
As you roll into retirement, one of the sneakier financial choices you’ll face is sitting right in your driveway: Should I lease or buy my next car? Now, if you’re someone who likes to pay cash, drive a car for 10+ years, and name it like it’s part of the family...
by Joe Lind | Jun 3, 2025 | Nearing Retirement
Let’s be honest: most people walk into a retirement planning meeting thinking they need to know the numbers. That’ll come — don’t worry. But the real work? It starts before that, in the stuff calculators can’t compute. Here’s how to prepare for the “what do I actually...
