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Why You Shouldn’t Retire, You Should Retool (John & Jane Jones Pt. 8 of 9)

Why You Shouldn’t Retire, You Should Retool (John & Jane Jones Pt. 8 of 9)
“I am ready to retire,”  John was quick to state at the beginning of our annual meeting. There were several things I wanted to talk to John and Jane Jones about this year since they would be soon turning 60.  But when I heard John say this, my plans for the meeting took a back seat. “Are you serious?”  I asked John.  “Do you think you are re… Continue Reading

How Much Does College Really Cost? (John & Jane Jones Pt. 7 of 9)

How Much Does College Really Cost? (John & Jane Jones Pt. 7 of 9)
John and Jane met with me regularly, mostly to touch base about their progress as they improved their financial position, or to discuss potential investments. But when their oldest son, Todd, turned 16, we met to discuss a major item that impacted their entire family. Both John and Jane were now 48 years old. During my telephone call to set a time and date for our meeting, J… Continue Reading