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3 interesting things I saw this week – January 8, 2021

January 8, 2021 By Mike

The world’s unluckiest investor still does something right. Global trends. Advice for keeping those resolutions.

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Filed Under: 3 Interesting Things, Planning Tagged With: Investing

Do I need life insurance after I retire from Virginia Tech?

September 21, 2020 By Mike

In a conversation recently I got the following question; “Do I need life insurance after I retire from Virginia Tech?” Now, this question is not specific to just Virginia Tech employees. Anyone who is within 10 years of retirement should be thinking about this.

My response, as is often the case, was “It depends”.

[Read more…] about Do I need life insurance after I retire from Virginia Tech?

Filed Under: Insurance Planning, Retirement Planning Tagged With: Life Insurance, Radford, Retirement Planning, Virginia Tech

3 interesting things I saw this week – August 22, 2020

August 22, 2020 By Mike

Small business recovery grants now available. Why so many people are unhappy in retirement. The stock market just had it’s best 100 day rally ever. No one is throwing a Zoom party.


[Read more…] about 3 interesting things I saw this week – August 22, 2020

Filed Under: 3 Interesting Things, Markets, Retirement Planning, Small Business Tagged With: Markets, Retirement Planning, Small Business

Optimal retirement plans for the self-employed and side businesses

June 30, 2020 By Mike

From time to time when working with self-employed clients or those that have a side business, I find that the retirement plans they are using aren’t optimal. Sometimes they’ve outgrown the plan they started with. In other cases they didn’t know a better option existed. Whatever the situation, if you’re self-employed or do some freelance work and it’s been a while since you reviewed the options, you might find a better fit for your needs. 

[Read more…] about Optimal retirement plans for the self-employed and side businesses

Filed Under: Retirement Planning, Small Business Tagged With: Radford, Self-employed, Small Business, Virginia Tech

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