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
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.
Leverage Your Schedule to Improve Your Life
When you’re working, raising kids, and struggling to find time to take a run or read a book, it’s common to feel like your days keep getting away from you.
SMI Transition Planning
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.

Every month, Paul shares his thoughts, stories, and wisdom.