Posts by Terry Lammers

Find Financials Confusing? Here’s How To Make Them Work For You

When I was a business owner, I had the fortune of being naturally comfortable with financials. So I assumed other CEOs were, too — until I became an advisor. Often, leaders who are amazing at running businesses have little understanding of the importance of numbers. It’s not that they are incapable of conceptualizing financials; it’s…

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Building smarter for less

As the 55+ baby boomers and empty nesters start looking at retirement, the first concern is expenses.  The highest expense is housing, so down-sizing is becoming a concern for us boomers.  Going from 3- or 4-bedroom homes to 2 bedrooms is a serious change and finding 1,000 to 1,500 sqf homes with the amenities that…

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