Blog
Blog
Retirement by Design: Planning for the Retirement You Want, Not the One Society Expects
For decades, retirement has been sold as a universal destination: work hard, save diligently, reach a certain age, and then spend your days golfing, gardening, or relaxing on a beach. While there's nothing wrong with that vision, it's worth asking an important...
Why Build a Financial Plan Before Updating Your Estate Plan?
If you're considering changes to your estate plan, it's often wise to start with a comprehensive financial plan. That's because your estate plan should reflect your broader financial goals, not exist separately from them. A financial plan helps you: Clarify your goals...
Should I Use an Annuity in Retirement
One of the biggest concerns retirees face is simple: Will I have enough income every month for the rest of my life? If you're looking to create a more predictable retirement paycheck, an annuity may be worth considering. However, it's not the right solution for...
Advice For Life
How To Discuss Estate Planning with Parents
Initiating a conversation with parents about their estate plan can feel off-limits. Talking about mortality is daunting enough. But a parent's estate might also be wrapped up in family drama that's existed before you were born. And the last thing any of us wants is to...
Life Lessons From Warren Buffett
Berkshire Hathaway's annual shareholders meeting is always closely watched by investors and economic pundits. But this year's edition was truly historic. For the first time in 60 years, the company has a new CEO, Greg Abel, following the retirement of Warren Buffett...
Rediscover Your Career Purpose for ROL
According to one commonly cited statistic, we spend approximately one-third of our lives at work. That's 90,000 hours. 3,750 days. The sheer amount of time that we work means that our jobs are always going to have a big influence on how we feel about ourselves. And...
SMI Transition Planning
Funding the Continuation of Care – The Impact on Traditional Retirement Planning 3
The expenses associated with the continuation of care for your loved will not simply go away at your passing.
Selecting Your Child’s Advocate(s)
Whatever plan you have in place for your child once you are gone will only work as well as the individual(s) you choose to implement it.
12 Funding the Continuation of Care – The Impact on Traditional Retirement Planning 2
The expenses associated with the continuation of care for your loved will not simply go away at your passing.
Every month, Paul shares his thoughts, stories, and wisdom.