12-3-2025 One of my co-workers that I respect a lot depends on Nick Wolf, CFP, Adams Wealth Partners, to manage his retirement account. Their website... https://davidadamsfinancialplanning.com/ He encouraged me to contact Nick's office, and make an appointment. December 2, 2025, we met for an hour. My brain works better by writing things down. What follows is a small portion of what we discussed. We talked first about the email questions I'd answered and returned. Then we talked in great detail about goals, things we can control, and things we can't. Nick had lots of questions, and presented different scenarios: Life expectancy, retirement income, expenses. There are lots of moving parts to a good retirement conversation. Risk tolerance and how we handle a drop in the market is important. I think how we deal with a bad day, month, or year ...
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