Blog
Blog
Planning a Holiday Trip with Extended Family
Anyone who’s suffered through a big, uncomfortable family gathering knows that a bigger group doesn’t always mean more fun.
When Couples Retire at Different Times
Married couples don’t always plot retirement on the same $Lifeline point. According to a recent study by Fidelity, 43% of couples disagree about what age they plan on retiring.
Aligning Your Personal Values with Your Financial Plan
Personal values play an important role in many aspects of our lives and have become more prominent recently in how we think about and manage our finances.
Advice For Life
Involving Children of All Ages in Giving
Want to teach your children the core values of gratitude and generosity? There’s no better way to do that than to get your children involved in giving…
Transition
The jobs we do for 40 hours every week – and the life that job provides for our families over decades – has a significant influence on how…
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.