Blog

The Hidden Dividend

We often talk about work as if its value begins and ends with a paycheck. But anyone who has ever felt the satisfaction of solving a problem, contributing to a team, or simply being part of something bigger knows that the real returns of work go far beyond financial...

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Two Paths to a Better Life Stage

In 2009, Paul Graham of Y Combinator offered a deceptively simple insight that resonated across the business world: most work lives fall into one of two archetypes—the Manager and the Maker. Each has its own rhythm, its own psychology, and its own way of understanding...

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The Why of Retirement

Anyone thinking about retirement eventually runs into one deceptively simple question: Why do you want to retire? It sounds straightforward, but psychologically it’s one of the most revealing questions a person can answer. Most people give a surface-level response at...

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Advice For Life

Retire Like You Invest

Retire Like You Invest

The best habits often have applications in many different aspects of life. We certainly feel that's true about our Life-Centered Financial Planning Process! The transition to retirement is going to bring many changes, including how you feel about the relationship...

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Cultivating Gratitude in Your Kids

Cultivating Gratitude in Your Kids

During the holidays our thoughts turn to the many blessings that enrich our lives. But gratitude shouldn't just be something we share annually around a big dinner table. That's especially true for parents who want to teach their children the difference between wants...

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SMI Transition Planning