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Take Back Retirement

Dec 29, 2020

A common topic for this time of year is New Year’s Resolutions. From what we’ve seen, a lot of people’s New Year’s Resolutions often involve money, and the stuff regarding our finances that we know we should do and feels simple. But it never really is easy, is it?

The sad thing is, it’s not so much the...


Dec 15, 2020

Who are you going to be without your business card? When everybody else is working Monday through Friday, what the heck is going to be taking up your time? How are you going to use your skills and talents?”

There are millions of women, right now, who are wondering what their life could look like after leaving...


Nov 30, 2020

As human beings, we crave certainty. We want to know what’s going to happen and to know that we’re going to be okay. When looking into the financial future, we have to realize that a key ingredient of any analysis is assumptions or, to be blunt, guesses. Stephanie and Kevin tell us, however, that guessing isn’t...


Nov 15, 2020

Many of us are fortunate enough to have parents who are living. That means that someday, they may need care. What are the impacts of a parent’s need for care on our lives? Today we welcome Certified Senior Advisor Lindsey Poeth to Take Back Retirement. Lindsey shares great information on the types of care, but more...


Oct 29, 2020

What do we need our money to do for us in “retirement?” Yes, pay our regular bills and hopefully some fun along the way. But there’s more to it, and important pieces that people often overlook. Stephanie and Kevin share a helpful framework for thinking about financial needs, and what type of assets are best suited...