Client Divisions- Where Are You In Life?

May 20, 2020 By Tom Theodore, CFP®

The Incredible Cost to Climb Mount Everest- Retirement is Very Expensive Climbing Everest is expensive. The price range for a standard supported climb ranges from $28,000 to $85,000, and a fully custom climb will run over $115,000 Lots of companies offer climbs of Everest. At the lower end, extreme risk-takers can skimp by spending well under $20,000. When corners are […]

Your Retirement Journey- How It Compares To Climbing Mount Everest (Part 2 of 4)

May 13, 2020 By Tom Theodore, CFP®

Beware: Avalanches Lie Ahead- Retirement Income Planning is Vital Everest is approximately 29,029 feet, and above 26,000 is known as the “death zone.” Sudden weather changes and avalanches are common. Bad weather and overcrowding can create very short windows of opportunity to summit, and climbers race to finish when caution is more advisable. Many things […]

Your Retirement Journey- How It Compares To Climbing Mount Everest (Part 1 of 4)

May 6, 2020 By Tom Theodore, CFP®

The Slippery Slope of COVID-19- Navigating the Bear Market Sadly, for many retirees, the slippery slope of retirement transition just got a lot more dangerous. Unfortunately, as the world scrambles to deal with this pandemic medically, the economic fallout is also beginning to be felt. For those senior employees just a few short years […]

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