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
Your Unspeakable Thing
The unspeakable thing is that special passion that can keep you up at night. It’s what you
do (or dream about doing) when nobody is looking.
Money, Meaning, and Mindset.
In a recent survey of 12,000 workers worldwide conducted by the Energy Project, only 50% of respondents found meaning in their jobs
Should I Sacrifice My Retirement to Support My Children?
Most parents will say that they want to help their children as much as they can and give them every advantage.
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.