Blog
Blog
Simplify For a Better Life
"Simplicity is the ultimate sophistication," proclaimed an Apple Computer marketing brochure back in 1977. In the ensuing decades, Steve Jobs' commitment to this ideal resulted in technology products that were as beautiful as they were easy use, and in Apple becoming...
Your Questions Answered: I Inherited an IRA. What Do I Do About The RMD?
We have a client whose mother passed away at the beginning of the year. She was a beneficiary of her mother’s IRA, and we helped her move the inherited funds into a beneficiary IRA in her name. Because of her mother’s age, we asked if her mother took her full IRA...
Managers Vs. Makers in Retirement
In a 2009 essay that was very influential in business circles, Paul Graham of Y Combinator tried to figure out why workers at different levels of the same organization struggled to stay on the same meeting schedule. His conclusion was that you could break jobs down...
Advice For Life
New Distribution Period Tables
As much as you would like to, you can’t keep your money in your retirement account forever.
How to Make Your Empty Nest Time a Prime Time in Your Life
An empty nest fills some parents with sadness and loneliness.
How to Ensure Your Life Wishes Are Addressed Through Effective Estate Planning
Planning for a nest egg that will keep you independent and fulfilled when you stop working?
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.
