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In this month’s column, Jeff’s message of True Wealth (a measure of life lived to the fullest with gratitude, wonder, and planning) focuses on a refreshing way to look at goal setting in 2022. February’s message is based on making non-financial goals the basis for your financial actions.  Read more about his “healthy mind, healthy body” combined with healthy finances ideas as building blocks for positive actions.

To begin 2022, January’s column of True Wealth (a measure of life lived to the fullest with gratitude, wonder, and planning) focuses on a decision that many of us will have, for the first time……when and how to take our social security benefit.  Begin the learning process with an understanding of the emotional and analytical components that will affect your decision.

In this month’s column, Jeff’s message of True Wealth (a measure of life lived to the fullest with gratitude, wonder, and planning) builds on last months positive message of ---POWER AGING. December’s article is action based, as we begin 2022 New Year’s resolutions. Read more about his Pursue It-based message on your 2022 goals. 

In this month’s column, Jeff’s message of True Wealth (a measure of life lived to the fullest with gratitude, wonder, and planning) embraces the unstoppable process of aging by changing perspective---POWER AGING is the basis of his November article.  Read more about his “healthy mind, healthy body” combined with healthy finances ideas to create building blocks for positive actions.

In this month’s column, Jeff’s message of True Wealth (a measure of life lived to the fullest with gratitude, wonder, and planning) celebrates, as a positive, the unknowns in life, otherwise labeled volatility. If the word volatility was replaced with ‘surprise’…don’t we all love surprises? This month’s article seeks to provide a different perspective to your concept of volatility in your retirement life.

In this month’s column, Jeff’s message of True Wealth (a measure of life lived to the fullest with gratitude, wonder, and planning) focuses on a cornerstone of any sound financial plan—income vs. expenses, otherwise known as---your budget.  Wise use of your dollars earned takes effort, but the rewards are worth it.  Consider implementing a few of the ideas listed in the article.  

In this month’s column, Jeff’s message of True Wealth (a measure of life lived to the fullest with gratitude, wonder, and planning) focuses on a “hot topic” in the economic world-inflation.

When the ‘talking heads’ cannot agree on whether this is short term or will have a bigger economic impact, how are the rest of us supposed to plan for it? This month’s article suggests that since financial planning is a proactive process the answer probably is—it depends. The column looks to clarify how you can use the opportunity to adjust your personal plan. Carpe diem—Seize the Day!

In this month’s column, Jeff’s message of True Wealth (a measure of life lived to the fullest with gratitude, wonder, and planning) was written as a gentle mid-year reminder that even the best of long-term plans will need review and adjustments to stay on track.

Stay diligent in tracking your progress and celebrate your success.

In this month’s column, Jeff’s message of True Wealth (a measure of life lived to the fullest with gratitude, wonder, and planning) is based on using the same theme as the magazine’s message-Time for a ROAD TRIP. How many people do you know that are yearning to get away, to experience life again. I have talked about the power of the 5W’s in helping define a goal.

This month, let’s apply that technique as a tool to approach all of your retirement journey. 

In this month’s column, Jeff focuses his message of his True Wealth perspective (a measure of life lived to the fullest with gratitude, wonder and planning) this month on the power of creating personal adventures.  Using a “diary of your life” concept consider the -you can’t take it with you idea….are you ready to focus on your own diary?

Since 1955, Tax Day, the day on which individual income tax returns are due to be submitted to the federal government has typically fallen on or just after April 15. Tax Day was first introduced in 1913, when the Sixteenth Amendment was ratified. 

Preparation for tax filing is still one of the least enjoyed experiences we have, yet proactive tax strategies can add significant value to one’s future financial position.  This month’s article highlights a few ideas for your proactive approach to managing your financial future.