With Planning, the Money Will Take Care of Itself

By Rick Schramm Senior Vice President, Commercial Lending A friend shared a story with me about a conversation he had with his late father. My friend was debating whether to spend money to take a possible trip. His dad responded, “Take the trip – at a certain point, the money takes care of itself.” Interesting,…
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Do You Need $1 Million for Retirement?

By Rick Schramm Senior Vice President, Commercial Lending, NMLS #662906 Reality is, you will likely need the $1 million portfolio. In his book, You Can Retire Sooner Than You Think, Wes Moss outlines the $1,000 per Month Rule. The rule is this: For every $1,000 per month you want to have at your disposal in…
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