If you’ve been unable to disconnect from the political news scene, it’s likely that you’ve heard some talk about a ‘fiduciary standard of care’ being imposed on financial advisors by …
Opposites Attract: The Marriage Dynamic in Retirement Planning
A wonderful blessing and a curse of marriage is the joining together of two very different people. While their values are likely the same, the challenges of living life together …
“What happens when my spouse dies”
In a recent meeting, I was asked, “What happens, financially, when one of us dies?” It’s a topic we don’t discuss all that often, given that all of us will …
Times Like These: Why Clear Financial Objectives Are So Important
When I first began doing this work, a bit more than 15 years ago, I’d managed to arrange meetings with a number of very serious athletic coaches (one of whom …
A 108-Year legacy – Wow.
The Cubs win! The Cubs win! In what will likely be described for years to come as one of the greatest baseball games and series of all-time, the Chicago Cubs …
Love Is A Verb – Planning For Caregivers
My grandmother, Mary, passed away last week at the age of 99. A kind, service-oriented woman who packed two lifetimes into her one, she exemplified what it means to have …
What Is The ‘Fourth Dimension?
What’s in a name, really? Your name certainly means something to you, and to the people or person who named you. For example, my name, Adam, has a few meanings: …
10 Ways To Improve Your Family’s Future, Starting With You
I rarely, if ever, play re-runs of my writing. TV shows often do it, and so do radio programs. I’ve chosen to create new content each week, until today. You …
Special Guest Article: Protecting Your Beneficiaries
This week, I’m passing the mic to our good friend and estate planning attorney, Richard Chamberlain, of Chamberlain Law Group. He discusses a topic that we all need to be …
A Single Pill For a Successful Retirement?
Dave and I recently attended the Global Leadership Summit, a two-day intensive deep-dive into all things leadership, simulcast all over the world. There were many big ideas, game-changing revelations, and …