family wealth grid
What You Should Know About Passing on Your Wealth
Personal Planning10/15/2025

No matter how old you get, there's something wonderful about a grandparent reaching for his wallet to give you a few dollars to "spend on anything you’d like." Far more valuable than the money is the...

rebalancing grid
The Retirement Balancing Act: Discipline, Strategy, and the Allure of Fun
Personal Planning10/01/2025

People who are saving for retirement face a number of challenges. There's the effort required to get your finances in order so you can save aggressively. There's the discipline required to stay the...

Anti bucket list grid
The Anti-Bucket List
Personal Planning09/10/2025

As you imagine retirement and the latter part of life, it's natural to think of experiences you'd like to have that would carry great meaning. Maybe it's taking all the grandkids to Disney World,...

How Does Losing Your Job Later in Life Affect Retirement?
Personal Planning09/10/2025

Losing your job late in your career can be life altering. It’s more difficult to re-enter the workforce for someone over 50 and, more importantly, your income stream is interrupted during peak...

Wishful Thinking Grid
Wishful Thinking Is not a Good Retirement Plan
Personal Planning08/27/2025

Knowledge has its limits. Just because you know all the reasons you should do something, doesn't mean you'll actually do it. For example, there are nurses who smoke cigarettes, paramedics who drive...

talk to grid
The People You Should Talk to Before You Retire
Personal Planning08/13/2025

Imagine that you get to go on a long-anticipated trip to Hawaii. But instead of going through the hassle of deciding in advance, on the first day of your vacation, you just hop into your car and...

rewirement grid
Rewirement
Personal Planning08/06/2025

AT&T CEO, Amy Chow, decided to retire after 32 years with the company. But she wanted to avoid the two mistakes’ executives often make when they retire.1 The first is to retire completely from any...

Life Expectancy Grid
Life Expectancy and Retirement Planning
Personal Planning07/23/2025

One of the key variables in retirement planning is longevity. There's a big difference between drawing down your nest egg over ten years or needing it to last for twenty. To get an idea of how long...

advisor meeting grid
What You Don't Know About Estate Planning Can Hurt You
Personal Planning07/09/2025

A colleague was lamenting how slow and costly it was to sort out his parents' estate after they had both passed away. His father thought that by setting up a trust, everything would be easily...

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