Life Goals

Retirees Have Less Satisfaction in Retirement

I thought this USA Today article was interesting.  It reviews a study that shows retirees are less satisfied today than they were in the past (1998-2012). A few key takeaways: 95% of retirees prefer to spend their money on experiences instead of things.  Money isn’t everything, but retirees with more money reported having more satisfaction in…

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The advisor who is talking is not a great advisor

Listening is one of the most important aspects of our job. We can not help our clients accomplish their goals if we don’t listen well enough to hear them. Furthermore, each client is different so we must listen with fresh ears rather than with a preconceived idea of what their priorities are or should be.…

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Don’t Stop Dreaming

When you were young, did you ever dream of being a mermaid?  Or perhaps, it was being a ninja?  Check out these vacation ideas that  can turn your childhood dreams into a reality! http://www.foxnews.com/travel/2017/04/05/vacation-ideas-for-turning-6-childhood-dreams-into-reality.html

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Verisail’s Secret Revealed. Step 3- Retirement

“If you fail to plan, you are planning to fail.”     –Benjamin Franklin Last week, we talked about Cash Flow and the importance of spending less than you earn. Often, we find ourselves living paycheck to paycheck because we have never practiced the skill of delayed gratification.  Retirement is very similar. Planning for retirement often…

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Verisail’s Secret Revealed.Step 1-Dream

Over the next few weeks, we will walk through our financial planning process from start to finish. We will be revealing all of our “secrets.” The funny thing is that it’s NOT a secret! The process and principles have been known and discussed for thousands of years. Let’s dive in… Step 1 – DREAM You…

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Doing the impossible

We love to learn from inspiring people.  For me, Elon Musk is super inspirational.  He is confident that he can change the world and he does things most people would say are impossible.  From SpaceX to Tesla, he’s got some cool projects going on.   Read about how he plans to change traffic forever with…

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