Blog
Blog
Being a Good Steward of Your Time in Retirement
When you're a new retiree, staring at that blank page where your work schedule used to be, time might seem so abundant that you forget just how valuable it really is. But if you treat retirement like an endless weekend, you might be surprised to look up in a month, a...
Independence and Quality of Life
Independence is an important value to all Americans. It’s also a value that’s central to how we feel about and use our money. When we feel financially free, we can make a wider variety of choices, pursue our passions, and find our ideal version of work-life balance.
Planning for Longer Lifespans
Advancements in healthcare, exercise, diet, and quality of living have transformed retirement from the end of one's life into the beginning of an exciting new chapter. But living longer isn't the same as living well. An increased lifespan is going to create some...
Advice For Life
Navigating Unexpected Twists
Life is never the same after you experience these kinds of unexpected transitions. Your lifestyle might change.
A Checklist for When a Spouse or Parent Passes
When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on.
What to Keep
Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering …
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.