Blog

The Hidden Dividend

We often talk about work as if its value begins and ends with a paycheck. But anyone who has ever felt the satisfaction of solving a problem, contributing to a team, or simply being part of something bigger knows that the real returns of work go far beyond financial...

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Two Paths to a Better Life Stage

In 2009, Paul Graham of Y Combinator offered a deceptively simple insight that resonated across the business world: most work lives fall into one of two archetypes—the Manager and the Maker. Each has its own rhythm, its own psychology, and its own way of understanding...

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The Why of Retirement

Anyone thinking about retirement eventually runs into one deceptively simple question: Why do you want to retire? It sounds straightforward, but psychologically it’s one of the most revealing questions a person can answer. Most people give a surface-level response at...

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Advice For Life

Building on Small Successes

Building on Small Successes

Most folks who are financially successful learn how to use the power of compounding to their advantage. By starting to save and invest early, making consistent contributions, and sticking to their plan, folks can build wealth over time on their way to retirement. In...

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Retire Like You Invest

Retire Like You Invest

The best habits often have applications in many different aspects of life. We certainly feel that's true about our Life-Centered Financial Planning Process! The transition to retirement is going to bring many changes, including how you feel about the relationship...

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SMI Transition Planning