These conversations aren’t easy.

Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe even a little intrusive.

But if you wait until something happens—a fall, a diagnosis, a hospital stay—you're not just having the conversation...

Rethinking Retirement: Why True Wealth Is More Than Money

by Tim Obendorf on
Categories

Rethinking Retirement: Why True Wealth Is More Than Money

You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.

But here’s the truth most planning overlooks: even with a solid financial plan, your ideal...

Life Insurance at an Early Age

by Tim Obendorf on
Categories
Preparation is the key to success.” But when it comes to life insurance, knowing when to prepare is almost more important than the preparation, itself.

The Business Cycle

by Tim Obendorf on
Categories
What has upswings and downturns, troughs, peaks, and plateaus?