Tag: Financial Advice

Retirement planning mistakes to avoid.

by Dave Conley on November 14, 2025.

If you’re getting close to retirement—or just recently entered it—here’s a simple question: Do you have a written financial plan for your retirement? Transamerica did a survey of baby boomers and found that their top two retirement fears are both financial. The good news? Those fears can often be addressed with a clear, written retirement...

It’s not just about the money.

by Dave Conley on February 24, 2023.

I ask potential clients to describe their version of financial freedom (or financial peace) and how we can help them achieve this goal. It’s extremely common for the answers to center on some sort of financial/investment success metric. Stuff like:• Increase my investment returns to 10% a year consistently with minimal risk.• Pay off all...