Blogs

Am I Retired Now? Losing a Job Late in Your Career

man holding box outside office

Things are different than you planned. The assumptions of your plan have changed. That may require a new approach and a resetting of what your “retirement dream” will be. Use this time to refocus on what matters most in your life.

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The Hardest Thing to Do

woman on plane looking out window

Most areas of life require us to take action when something goes wrong. If your house catches fire, you should grab a fire extinguisher or call the fire department. If you break an arm, you need to go see a doctor to get it fixed. But there are a few areas where it is best to do the least intuitive thing of all: absolutely nothing.

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Achievement in a Time of Coronavirus

woman holding baby on lap at desk

In my new day-to-day in which video conferences supplement my previous electronic diet of texts and emails, there’s a recurrent theme emerging beneath the purely transactional messages. Am I doing enough?

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Retiring Well: 3 Additional Keys to Staying Healthy in this Time

father and son

In our Retiring Well content, we talk a lot about health and wellness. It should come as no shock that healthcare and health-related costs make up a significant portion of both potential retirement expenses and anxiety levels.

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What Would Happen to Your Business if You Weren’t There?

man using video chat

Business owners - when we finally emerge from the coronavirus pandemic, how would you like to take a nice, long vacation?

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Tips for Home-Office Ergonomic Health

woman sitting in home office

With millions of people working from home now, and some suddenly having to get creative with their home office set up, make sure you are still working in a healthy environment.  Here are some tips to improve your new workspace!

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Your ‘Retirement Number’ Took a Hit. Now What?

woman looking at her computer worried

While most of the country focuses on staying healthy and safe during the current pandemic, it’s hard to escape the real economic impact all of this has taken. The general age group most susceptible to the health dangers of COVID-19, people 60 years old and older, and includes many Americans who are nearing retirement.

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Is Now the Time to Invest?

woman thinking and writing

The most common question I have received from my clients over the last month Is “Should I invest some of the cash I’ve been sitting on?” Whether you have saved your last bonus, had a liquidity event such as sale of a rental property or received an inheritance, or you have just been thrifty, let me walk you through the exercise I take my clients on when answering this important question.

 
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Leadership in a Two-Dimensional World

video call with team

Having been in the business world for over 40 years now and having experienced several (let’s not count!) economic and stock market upheavals, a quote often attributed to Mark Twain (aka Samuel Clemens) comes to mind:  “History doesn’t repeat itself, but it often rhymes”.

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In a Down Market, Can Your Portfolio Still Support Your Charitable Giving?

making a donation on your phone

During the COVID-19 pandemic, many people want to stretch the impact of their dollars for their families while continuing to help others.  Even during a downturn, donating stock may be one way to achieve that goal and support the nonprofits that are tirelessly serving our communities during this time of urgent need.  

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