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Blog
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.
Increase Your Impact with Social Entrepreneurship
Social entrepreneurship is a way for experienced leaders and ambitious philanthropists to create businesses and other organizations that solve important problems…
Increase Your Activity to Improve Your Life
If you’re feeling like your exercise habits might be slipping into hibernation, try one of these three simple ideas to keep moving…
Advice For Life
Turn Your Retirement Puzzle into a Plan
If you are considering taking this important step, you have nothing to fear.
Could a Career Pivot Increase Your Return on Life in 2022?
Due to the Great Resignation, demand for top workers is at an all-time high. That’s a major challenge for employers …
6 New Year’s Resolutions for Your Wealth Plan
With every new year comes the inclination to start a list of New Year’s resolutions, and while most typically center around health and self-improvement…
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.