To help my clients visualize their retirement dreams and goals, I take them through a postcard exercise. I give them a stack of random postcards with all sorts of images and then ask them to pick five ...

We measure our lives in milestones: birth, first love, graduation, first job, marriage, first home, first child, grandkids … ...

Congratulations Tim O'Brien on your Retirement! Business Education Instructor (1980-2020) — 37 years; Xavier — 2007-2020; Oelwein — 1994-2007; Boone — 1987-1994; 1980-1981; Urbana — 1981-1984 Tim's ...

vital role in serving the client base for Gregg, Chad and Ryan Bosch as they built their financial advising practice. Jo has shown a first-class work ethic, genuine personality and a wonderful sense ...