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 …
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 …
Social Security Income Funding and Taxation
After decades of working, saving money, and just plain navigating life, retirement approaches and shocks you with its complexity. The number of things to consider when planning a retirement is …
27 Retirement Risks: Which Is (Arguably) Most Damaging?
Life is fraught with danger; everybody knows this. When we take a closer look at one particular slice of life, retirement, we begin to see more clearly what those risks …
Which States Are Most Financially-Friendly For Retirees?
When you think about your ideal retirement, does ‘where’ rank high on your list of considerations? For many retirees, close connection to family may result in staying put, focusing instead …
End Of Year Tax Moves
Albert Einstein once quipped, “The hardest thing to understand in the world is the income tax.” Whether he meant the tax code or the purpose of the tax itself, I’m …
