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Author Archives: David Gibson

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SMART Goals for New Year’s Resolutions

Financial Planning, Holidays

SMART Goals for New Year’s Resolutions Are you setting a goal to “get healthy” in the New Year? You might be setting yourself up for failure before the New Year even starts. It’s not that your goal is bad or impossible. Your goal just isn’t SMART enough. But with a few tweaks, you can establish […]

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Could Extending Your Holiday Be Worth Considering?

Holidays, Retirement

Could Extending Your Holiday Be Worth it?   Remember those days during your career when just carving out a free weekend for a holiday felt impossible?   Now that you’re retired, time is no longer an issue! You’re free to travel where you want, when you want, for as long as you want. And, for […]

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What Did You Learn Today?

News

What Did You Learn Today?   “In a world of change, the learners shall inherit the earth, while the learned shall find themselves perfectly suited for a world that no longer exists.” ― Eric Hoffer   It’s never been easier for adults to continue to learn after completing their formal education. Online universities, TED talks, […]

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Make 2022 your best year yet

News

  Resolutions and goal setting are all the rage this time of year. But as excited as you’re feeling about your New Year’s to-do list, you might be overlooking four important factors that could help you accomplish more in 2022.   Values   A common reason why so many New Year’s resolutions fail is that, […]

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Put Purpose in Your Financial Planning

Financial Planning, Pensions, Retirement

Put Purpose in Your Financial Planning One of the most important questions we help our clients answer is, “What’s the money for?” After all, if the purpose of your financial plan was just to keep growing your nest egg, then the best financial strategy would be to keep working and growing that nest egg as […]

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