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"Actionable financial tips and knowledge for the voices of the unheard."

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Latest Issues

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As a Retirement Income Certified Professional, I have a lot of retiree clients. Much of my client cohort is 55+, so I get to see a lot of similar and differing profiles. One thing remains a commonality across many of these cohorts: the reti...

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They Call Me a Cynic…

I am a natural cynic.

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Lies, Damn Lies, and Then There Are Statistics…

There are three types of lies: lies, damn lies, then statistics. People often equate this to Mark Twain, but the reality is it was said many times prior to him. Regardless of who said it first, it remains true.

I quite often believe that t...

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Follow the Money, Question the Reality

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Name, Image, And ?

It’s that time of year, where over the next 12–18 weeks, people’s attention will be spread across a multitude of sports. The MLB playoffs will be deep in their throes, the NBA will be tipping off, the NHL will begin, and the NFL will be kic...

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  • Kevin Thompson CFP®, RICP®, EA

    Former MLB player turned RIA owner. I translate taxes, policy, and retirement into real life financial decisions. Weekly breakdowns. No noise. Just what matters.

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