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 …
Stock Market Teeter-Totter Relationship With Interest Rates
A perfect summer day as a kid may have included the combination of a friend, an ice cream cone, and a teeter-totter. Push up, fall back down…over and over without …
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 …
Progress Reviews: The What and When
We’re in the business of helping people by building retirement plans with and for them. Perhaps for you. As part of that process, we meet regularly to ensure that the …
Six Of One, Half Dozen Of The Other
Certain tools are extremely useful in making our lives easier. This makes intuitive sense since a tool was likely invented in the first place in order to solve a problem. …
Retiring At A Time Like This?
Anytime a person utters the phrase, “This time it’s different” I get a little skeptical. I’ll bet you do too. It seems that being alive for at least a few …
Learn How To Run?
Do you know how to run? Of course you do, you just…run…right? Something that is so innate to each of us as running, something we’ve been doing since we were …
The British Are Leaving! The British Are Leaving!
In a shocking vote early this morning, the British people have voted for their economic sovereignty. As a result, Britain will begin its exit from the European Union, a bloc …
Back to the Basics
As people near and enter into retirement, one activity that is quite consistent among retirees is the consolidation of various retirement accounts. After decades of saving in multiple employer-sponsored retirement …