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Retirement Field Guide Mission & What’s To Come

July 5, 2020 by Ashby Daniels, CFP®

I started the Retirement Field Guide in March 2018. At the time, the only real purpose of the site was to share my views with people in my personal circles. And in all honesty, I started the site with the goal of gaining new clients. While a number of new clients have found me through this site, I have found myself thinking less about just my personal advisory business and… Read More

Filed Under: General

Life Is Short

May 1, 2020 by Ashby Daniels, CFP®

A couple of weeks ago, my step-father passed away. It was unexpected to say the least. He was the husband of my mother for the last 28 years and father to three of my brothers. He was a humble and kind man. He was also a farmer. It’s difficult to talk about my step-dad without mentioning farming because it was his love, his life, and his passion. He won tons… Read More

Filed Under: General

An Offer to Help

March 26, 2020 by Ashby Daniels, CFP®

Fear has taken over – and for good reason especially with regard to health. I want to do my part to help. I am offering 10 complimentary 30-minute phone consultations for retirement planning. There are no strings attached whatsoever. I don’t care if you use a fake name or whatever makes you feel comfortable enough to schedule. All I need is your phone number and the information you provide via… Read More

Filed Under: General

How Much is Enough?

December 17, 2019 by Ashby Daniels, CFP®

We start our lives with plenty of time and good health, but no money. Then we have plenty of money and good health, but no time. Eventually, we reach retirement where we have plenty of time, and if we’re lucky, good health and plenty of money. As most people come to understand, our time and our health are the most fleeting of our resources because most can enjoy a nice… Read More

Filed Under: General

Equifax Claim Deadline Quickly Approaching

December 5, 2019 by Ashby Daniels, CFP®

It’s hard to believe, but the Equifax Data Breach was discovered over two years ago on September 7, 2017. Astoundingly, at the time of the breach, Equifax announced that approximately 143 million U.S. consumers were impacted. Following the settlement agreement, we are now approaching the deadline to file your claim with Equifax if you were impacted by the breach. When is the Deadline to File Your Claim With Equifax? January… Read More

Filed Under: General

Year Two Is When Retirement Gets Complicated

November 14, 2019 by Ashby Daniels, CFP®

Most everyone has a plan for their time for their first year in retirement because it’s kind of like the longest vacation they’ve ever taken. Many take it as an opportunity to knock items off their bucket list and accomplish whatever they’ve been holding off doing while they’ve been working. But by year two, it’s a different story. Long-term retirement is a foreign concept for most people – particularly for… Read More

Filed Under: General, Retirement Planning

“At what cost?”

October 17, 2019 by Ashby Daniels, CFP®

Everything we do in life comes with a cost – whether it is actual money, opportunity cost, relationship cost or otherwise. Make no mistake about it, there is a cost. In the article I wrote a couple of weeks back about designing your days in retirement, I mentioned that I could easily be fooled into thinking that I need to have a huge business in order to view myself as… Read More

Filed Under: General

Designing Your Days In Retirement

October 2, 2019 by Ashby Daniels, CFP®

A couple of weeks ago, I attended an industry conference in Arizona that was filled with the creme de la creme of advisors. Being around a group of high-flyers like that, it wasn’t surprising to learn that most of these advisors have big goals. Many want to build large organizations with lots of advisors and “own their market.” They manage billions of dollars and are actively onboarding as many clients… Read More

Filed Under: General, Retirement Planning

My (Ir)Rational Fear

September 24, 2019 by Ashby Daniels, CFP®

Over the past few months, I’ve started to worry about dying. This sounds morose but stay with me because this is really a post about life. Irrational as though it may seem for a 36-year-old to worry about dying, I seriously do. Oddly though, I don’t worry about dying in a car accident or anything like that – I worry about having a heart attack. Much of this angst can… Read More

Filed Under: Estate Planning, General, Legacy Planning

Writing a Letter to Your Loved Ones

August 29, 2019 by Ashby Daniels, CFP®

This site is all about living a better retirement and having a bigger impact. An idea I have heard from a few people recently is to write a letter to your loved ones – particularly those you hope to have some sort of impact on. In my case, I have two young sons. Regardless of their age, I am making a commitment to write a letter to them each year… Read More

Filed Under: General, Legacy Planning

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