Blog
Blog
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...
Do You Need a Sabbatical Retirement?
We usually associate a sabbatical with a career break that allows a professional to step outside their job, learn something new, recharge, and refocus on new goals.
Could a Home Swap Work For You?
Home swapping can add a variety of “local living” experiences to a vacation. Here are four ways that a home swap could make your next trip more memorable, and more affordable.
Advice For Life
Cool Grandma
Cool Grandma is almost 80 years old. Cool Grandma has $59,000 in an IRA at MegaBank Corp. and it is pretty much her entire nest egg…
The Race Car Optimization Fallacy
In my business, I am constantly approached by investment companies that want me to …
The Matrix
One of the seminal moments in the movie, THE MATRIX, is the scene where NEO leaves his computer generated reality and awakens within his pod…
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.