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Your Bigger Future Archives - Your Retirement. Your Dreams. Your Life. Kort McCulley is Changing Your Future for the Better.

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All Boats Rise in a High Tide – Swimming Naked

By | Advice, Dining, Dreams, Education, Finance, Food for thought, Investing, Life, Mindset, Money, Motivation, Planning, Retirement, Strategy, Technology | No Comments

Warren Buffett once said, “All boats rise in a high tide.” The market has been doing great this year, but like Buffett has also said, “Bad things aren’t always obvious when times are good…after all, you only find out who is swimming naked when the tide goes out.” We wanted to share these quotes and a great article, Warren Buffett’s 23 Most Brilliant Insights About Investing, in hopes that you will keep his insights and advice about investments in your mind as we approach the new year. 

From our families to yours, we wanted to wish you all a very Merry Christmas and Happy New Year!

The Importance of Annual Rebalancing

By | Advice, Dreams, Education, Finance, Food for thought, Life, Mindset, Money, Motivation, Planning, Retirement, Strategy, Technology | No Comments

The end of the year is the best time to adjust and rebalance your investments so that they align correctly with where you are in life and where you want to be. Like mentioned in the previous post, people can become greedy when investments are doing well. Remember: progress is most important!

It might sound silly, but we want to make sure you know that your investments are important– you have to take care of them and protect them. Rebalancing your investments at the end of the year allows you to prepare for the coming years in the best way possible.

Reach out to our financial advisors here if you need any assistance with rebalancing finances or have any questions about your financial needs!

Happy Thanksgiving!

By | Dreams, Education, Finance, Food for thought, Mindset, Motivation, Planning, Retirement, Strategy, Technology | No Comments

Thanksgiving is such a wonderful holiday! It’s no doubt that we love to serve; whether it’s to our clients, our readers, our loved ones, or to charities, we love to help wherever and whenever we can. This weeks video ties into our last post (What Does Money Mean to You?), and discusses what we are thankful for and why.

One of our favorite things to do is to contribute to charities as best as we can, so we have posted a list of charities below that we have served this year along with their links so you can check them out as well! Do you have any favorite charities? Let us know!

Thank you all for your constant love and support and for allowing us to help you in whatever way we can. We wish you and your loved ones a wonderful Thanksgiving that provides you with all of the love, happiness, and memories there could possibly be! Enjoy your week!

 

Charities to Check Out:

ALS: The Patrick Grange Memorial Foundation

Champions For Cures

Community Foundation of the Florida Keys

Fideliter Club

Gateway for Cancer Research

Lurie’s Children’s Hospital of Chicago

One Summit Inc.

Ready Set Ride

Ronald McDonald House Charities

Self Help International

Susan G. Komen

The Compassion Foundation

USO of Illinois

Fiduciary Rule vs. Success

By | Education, Finance, Mindset, Motivation, Planning, Retirement, Strategy, Technology | No Comments

So we are the in midst of the Fiduciary Rule implementation or delay — either way it has been the talk of the industry for several months now only to recently hear about the potential uncertainty of its future altogether. All this talk has me thinking they are missing the big focus that should be in their (law makers) sights. What impact will this rule have on the success of investors and retirement plan participants? Will a reduction of fees close the savings gap? I have to laugh at the battles that our law makers are addressing while passing on the bigger issues that will actually help solve the true problems. That’s what this blog post is all about.

Investing for Kids

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Do you have your own children? Grandchildren? Children you’re the guardian of? Or even just kids you can have a positive impact on? If so, that’s the purpose of this video. I point out some potential starting points for the kids in your life. For some people in the world, it’s too late but for all kids this is the time to capture their financial future. Getting them started today might be the best thing you can do in 2017!

$12 Trillion Cash & Election

By | Education, Finance, Food for thought, Mindset, Motivation, Retirement, Strategy | No Comments

Right now there are some very unique things happening. In fact, some statistics we haven’t seen in many generations including this recent Cubs rally into the playoffs. That’s what this video is all about — making decisions when unique circumstances present themselves.

Pursuing dreams

By | Dreams, Finance, Mindset, Motivation, Planning, Retirement | No Comments

So its been an interesting few weeks both in my client interactions and my travels or personal pursuits. One major theme is in motion. I’m seeing clients make progress towards dreams and openly sharing them with me. It doesn’t get any better than this. It gets me all fired up when I get to see them taking action on commitments to dreams they have. From Beth’s new floors in her home and seeing all the MLB ballparks, to clients getting married, to clients getting engaged, to clients having babies, to clients retiring, to buying or starting new businesses, to selling their businesses and the list goes on. Everyone has their own position and phase but one common theme has continued to show up; clients are pursuing dreams.

I’m constantly having conversations with clients about what their BIG dreams are and what they are making progress on. I think this is where the rubber meets the road with all that fiscal saving — the pursuit of your BIG dreams! So…what dreams are you pursuing? I would love to hear about what you’re working on or pursuing this year!

Penrose Brewing / Eric Hobbs

By | Dreams, Motivation | No Comments

My best days are spent working with clients and helping them make progress on their big dreams. Period. Put those things together and I’m at my absolute nirvana! Well…the other day I got to spend time with one of the most driven entrepreneurs and got to spend some time with him talking about his progress. Lets just say it hasn’t been a straight line for Eric Hobbs, Tom Korder, and the rest of the team at Penrose Brewing but they are charging forward. Every time I check in with these guys something new is on the horizon and they continue to raise the bar by creating a unique experience for those enjoying the newest offering. Take a minute and familiarize yourself with the history of Penrose. Even better is swing by the Tap Room sometime to take in the full experience. A conversation with Tom and Eric will have you overflowing with passion for great beer and maybe pursuing a big dream. Cheers!

Losing 38lbs in 90 days

By | Dreams, Motivation | One Comment

I don’t often get to share my dreams with others as I’m focused on my clients. But I thought the recent pursuit of a big dream for me was worth sharing. So…he’s a video on how I lost 38 lbs in 90 days and what I did to make this progress. Skinniest I have been in over 8 years. It’s all about the support group on this one. It’s nearly impossible for the accomplishment of big dreams to happen without an amazing support group! I’m blessed to have a bunch of help on this one. From friends, family, fiance to specialists, coaches, and training. Here’s how it all came together.

Limits Lead to Progress

By | Finance, Planning, Retirement, Strategy | No Comments

With the tax filing deadline just a week away I’m getting a lot of questions about IRAs and HSAs so here is a quick overview of the limits. I thought it would be good to get this info in your hands so you can see the long-term benefit to these timely decisions. Nominal contributions really build up. Here’s how.