by Ralph Bender, MBA, CFP® | Videos
Sarah died. It wasn’t supposed to happen this way. She was supposed to outlive Nate. That’s what they figured would happen, and all the evidence supported that notion. Sarah took good care of herself, Nate, not so much. But there you have it, she’s gone and he’s on...
by Ralph Bender, MBA, CFP® | Client Stories, Enduring Principles, Retirement, Videos
Marty lived in an apartment, above someone’s garage, a short ride from the refinery where he worked his whole adult life. He was a good machinist, but hard to talk with. In fact, no one could understand much of anything he said. Polynesian words littered his English....
by Ralph Bender, MBA, CFP® | Client Stories, Enduring Principles, Identity Theft, Protecting Family Money, Videos
Saturday morning, Charlie got a call from the power company. She’d just moved into her new home and they said she hadn’t paid the deposit to move the account to the new location. If it didn’t get paid right away, they were turning off the power. She was certain that...
by Ralph Bender, MBA, CFP® | Business, Economic Commentary, Politics, Protecting Family Money
Black and white. No shades of grey allowed. Color? Don’t even think about it. Well, it’s ok to think about nuances, but be careful with whom you discuss them. So, I’m taking a chance here, because I see lots of subtlety in the world. In fact, I...
by Ralph Bender, MBA, CFP® | Client Stories, Enduring Principles, Videos
“Ooh, that’s fancy!” said Charlie’s friend when she discovered her espresso machine. Before the pandemic, they met regularly at a local micro roaster coffee house to catch up on each other’s lives. Now, like everyone else, they’re meeting online. But Charlie always...
