Welcome to our blog, On the Glacier. Since our logo includes an ice age mammal, we figured this name aptly captured our theme.
So, what’s on our mind? Hopefully a lot of things.
Whether it’s emerging financial trends or how to stay on track with your money plan, we write about our musings here. And once in a while, we may throw in a movie review or some other surprise. Keep checking in. Every 3rd Tuesday of the month, we post something new. We’re glad to have you reading along.
Tuesday, February 18, 2020
So much has been happening in the news the last few months that you might have missed the signing into law of the SECURE Act on December 20, 2019. This legislation provided a major update to laws governing retirement plans and...
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Tuesday, November 19, 2019
Just over four years ago my wife, Shannon, and I were about to realize a dream that we had kept quiet for many years—starting our own financial planning firm. We had tried to launch the same business in 2007 but had to close it...
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Tuesday, October 15, 2019
We all take risks. Why? Because the rewards are fun. But, do you truly understand the relationship between those two concepts? There is a versus going on beneath the surface: risk versus reward. We find ourselves willing to take the...
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Tuesday, September 17, 2019
The weather has been steadily getting more chilly in the evenings. The leaves on our maple tree are starting to turn. While I love Fall, it makes me sad to see summer go. My husband’s favorite thing at the beginning of summer is...
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Monday, August 19, 2019
Clients often wonder what I do all day. That might sound harsh but it's not. They assume I meet with clients, themselves and the other clients they assume I have. The reality is I can only hold so many meetings a day. So, what do I do...
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Tuesday, July 16, 2019
We create financial plans. We love plans and planning. In fact, we're pretty passionate about it.The plan is important. But let's get real. It's just a guess at how to get from your current reality to where you want to go at some point...
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Tuesday, June 18, 2019
Jim started reading Ray Dalio's book, Life & Work Principles sometime last year. He put it aside and I found it when we were moving our office last week. We're just around the corner on the same floor, but it's amazing what you find...
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Tuesday, May 21, 2019
During my Kansas State University years, I briefly considered getting a minor in Economics. Go Cats! Not Jayhawks. Insert Willie or the power cat here Finishing two more Econ classes would fulfill the Minor requirements. I could do...
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Tuesday, April 16, 2019
This month, I’m writing about the how of financial planning. Understanding what something is and why you should do it is the easy part. Getting started can be the tough part.
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Tuesday, March 19, 2019
Welcome to the 3rd post in our financial planning series. This one is all about goal setting with the promised Rocky Balboa metaphor. This year I introduced my family to Rocky Balboa. When I say I introduced my family, I really mean my...
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Tuesday, February 19, 2019
This is the second post in our blog post series: The Good, the Bad, and the Ugly of Financial Planning. Just kidding. It’s really just called Financial Planning. Don’t lose consciousness yet. I promise to make it as...
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Tuesday, January 15, 2019
I love receiving Christmas cards. They’re a favorite part of the holiday season for me. As those of you who do not receive cards from me should know, I do not like sending Christmas cards. It is a lot of work and takes time that...
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Friday, December 7, 2018
Due to the volatility in recent weeks, I wanted to bring some perspective to the wild swings in the market. We’ve all heard the phrase “Time heals all wounds”. That time-tested motto means that it takes a while for...
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Tuesday, November 20, 2018
Happy Slightly-early Thanksgiving! Welcome to our first blog post. We’ll be posting the 3rd Tuesday of every month. We’ll write about financial industry insights, random musings about life and finances, and we might even...
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