by Joe Lind | May 19, 2026 | Nearing Retirement
Few financial topics create stronger opinions than renting versus buying a home. And like most debates, the real answer is simple but unsatisfying: it depends — especially on interest rates. When rates are low, buying often looks attractive. More of your payment...
by Joe Lind | May 6, 2026 | Nearing Retirement
Insurance isn’t exciting. No one brags about it at a dinner party. You don’t check its performance on your phone. But some of the most effective financial plans lean heavily on good old-fashioned insurance. Here’s the mistake people make: they treat insurance as a...
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....
