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...Read More
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.
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More