Posts by Chip Munn

ROADMAP TO A REWARDING RETIREMENT: RESOURCES & OBSTACLES

Now that you have mapped out your vision of the most rewarding retirement imaginable, it’s time to turn this utopian landscape into a bit of a Monopoly game board. Your life of leisure, adventure and fulfilling dreams will come with the normal limitations of life. Your resources – time, finances, fitness – are not inexhaustible.…

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ROADMAP TO A REWARDING RETIREMENT: HOME/COMMUNITY

In the last two articles, we’ve explored what your passions are, the things you’d like to do and experience during your retirement years; we’ve given consideration to the people and relationships that you want to be a part of your life to share those experiences. Now let’s look at place. Where will you live and…

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ROADMAP TO A REWARDING RETIREMENT: RELATIONSHIP BUILDING

As exciting as it can be to dream about pursuing our passions, people will always play an irreplaceable part in living a rewarding life. Those people are often family members and long-time friends, but not always. Sometimes the people we envision ourselves connected to during our retirement years also include brand new faces and relationships.…

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ROADMAP TO A REWARDING RETIREMENT: FULFILLING YOUR PASSIONS

How do you envision your retirement years? How long is your bucket list? If you’re like most of the baby boomer generation, your list is long and your dreams are big. There are things you want to experience and accomplish, places you want to go and people you want to spend time with. You look…

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REAP A REWARDING RETIREMENT

Creating a Clear Vision for the Future How do you envision your retirement years? How long is your bucket list? If you’re like most of the baby boomer generation, your list is long and your dreams are big. There are things you want to experience and accomplish, places you want to go and people you…

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3 Questions When Choosing A Financial Advisor

There are more than 60 colleges and universities in my home state of South Carolina, ranging from large state schools to small private colleges. Each institution offers its own unique culture, curriculum, and opportunities. But how could you possibly pick one? You do research, you ask questions, and you discover the right for you. When…

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Three Simple Steps For Planning a Sound Financial Future

They never send good news by mail. Have you ever seen someone get the interoffice envelope from corporate? You know, the one where they announce layoffs or early retirement packages. It can come out of the blue and bring with it a tremendous amount of uncertainty. We’ve received the call dozens of times with the…

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It’s Time for ‘The Talk’

the-talk-signature wealth strategies

It’s Time for “The Talk” There comes a time in every parent’s life when you have to have it… the talk. You know, the one about protection. No, no it’s not – exactly – the one you’re thinking about right now, but it is one that’s worth having and there’s no better time to have…

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Don't Let Your Boomerang Kid Steal Your Retirement

“Son, I love you, but you can’t come home right now.” It was raining and I was devastated. Little did I know that as I stood there at the convenience store pay phone, my mom was teaching me a lesson I would never forget. About three weeks into my first semester at Catawba College, I was miserable and…

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