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
Will Updated I.R.S Tables Create an Opportunity for Retirees?
If you are retired and have reached your seventies, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022.
Enjoy the Process
How are your goals for the New Year progressing? If you’re like most people, you’ve probably passed a few exciting checkpoints while also tripping over a few pebbles.
Preserving Your Life’s Lessons
Your legacy isn’t just about your assets. Of course, as part of our Life-Centered Planning process…
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.