Blog
Blog
Is an Unretirement Right for You?
According to a recent report by T. Rowe Price, the COVID-19 pandemic created 2.4 million "excess" retirements in 2020. Some folks retired due to family health issues. Others retired from high-stress positions in health care or education. And many were forced into...
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.
Advice For Life
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 …
DIY Process
We believe that most everyone would be better off if they applied the power of process to their financial lives…
Cross-Stitch Prophet
When I was growing up in Washington, Georgia, in the heart of the eastern Georgia Piedmont, there was a cross – stitch…
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.