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...
by Joe Lind | Apr 15, 2025 | Nearing Retirement
Let’s be real—investing in your 50s isn’t the same as it was in your 20s. Back then, it was growth-at-all-costs and “retirement” felt like a lifetime away. Now? Retirement isn’t a someday—it’s a real and rapidly approaching season of life. But don’t sweat it....
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 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 | Nov 5, 2024 | Financial Preparedness, Investing, Nearing Retirement, Retirement, Uncategorized
Elections, regardless of the outcome, often lead to heightened uncertainty in both the political and economic landscapes. This uncertainty can introduce fluctuations in markets, shifts in policies, and potential changes to the broader economic environment. For...
