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
Is Your Retirement Plan Missing an Essential Piece?
With retirement approaching, you have reviewed your numbers and perhaps are feeling good about what you see.
How to Prepare for Early Retirement
Whether you are someone who is being forced into early retirement or you’re choosing to jump into it, there are plenty of variables you should consider.
Putting The Planning in Estate Planning
Your last will and testament may sound like the definitive word on your estate.
SMI Transition Planning
Ways to Fund Special Needs Trusts
There are many crucial goods and services that Medicaid and Supplemental Security Income will not pay for…
Why Many Physicians Still Won’t Partner with Family Caregivers
In my 23 years as a psychologist faculty member of a family medicine residency program…
Improving Science of Mental Health Care
In the United States, there is no licensing or regulation of education modules or talk therapies. Anyone can claim she has one that works…
Every month, Paul shares his thoughts, stories, and wisdom.