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Talk…about money

Your Most Important Investment Isn’t in the Market

by Joe Lind | Oct 20, 2026 | Nearing Retirement

If you’ve been watching NFL football over the past few weeks, you’ve probably noticed how quickly things can change. Players who spend their lives training to be in peak physical condition are suddenly dealing with serious injuries, and the news about Jalen Hurts is a...

Renting vs. Buying — Why Interest Rates Matter

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...

The Quiet Role Of Old-Fashioned Insurance In A Financial Plan

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...

Let’s Talk Now So You Can Enjoy the Holidays: Medicare Open Enrollment

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...

Let’s Talk Now So You Can Enjoy the Holidays: Estates and Gifting

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...

Harvest Season: What Are You Reaping in Your Financial Life?

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...

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