Blog
Blog
Should I Use an Annuity in Retirement
One of the biggest concerns retirees face is simple: Will I have enough income every month for the rest of my life? If you're looking to create a more predictable retirement paycheck, an annuity may be worth considering. However, it's not the right solution for...
Retirement Planning Outside of Money
Retirement planning is often viewed through a financial lens. We spend years focusing on saving, investing, and building a nest egg that can support us after our working years. While those financial preparations are essential, they are only part of the equation. One...
Finding Your “Why” in Financial Planning
Financial planning isn’t just about numbers—it’s about purpose. Your “why” is the reason behind your financial choices, and it’s what keeps you motivated when saving, budgeting, or investing feels hard. In budgeting, your why helps you decide where your money goes...
Advice For Life
Rediscover Your Career Purpose for ROL
According to one commonly cited statistic, we spend approximately one-third of our lives at work. That’s 90,000 hours. 3,750 days.
Bracket Busting: Coping with Life’s Unexpected “Upset” Wins and Losses
Out of 36 million brackets submitted to major online games for the 2026 NCAA Men's Basketball Tournament, only four perfect brackets remained heading into the final day of the second round. And none of those brackets stayed perfect heading into the Sweet 16. Still,...
Building on Small Successes
Most folks who are financially successful learn how to use the power of compounding to their advantage. By starting to save and invest early, making consistent contributions, and sticking to their plan, folks can build wealth over time on their way to retirement. In...
SMI Transition Planning
Funding the Continuation of Care – The Impact of Traditional Retirement Planning
The expenses associated with the continuation of care for your loved will not simply go away at your passing.
A Sample Letter of Intent Outline
There is no “One Way” to prepare a letter of intent. We are attaching an outline that can help you in your own preparations.
The Letter of Intent
As a parent of a caregiver of someone with an SMI, you have likely identified the individual(s) that you believe will provide continuity of care after your passing.
Every month, Paul shares his thoughts, stories, and wisdom.

