Initiating a conversation with parents about their estate plan can feel off-limits. Talking about mortality is daunting enough. But a parent's estate might also be wrapped up in family drama that's existed before you were born. And the last thing any of us wants is to...
Berkshire Hathaway's annual shareholders meeting is always closely watched by investors and economic pundits. But this year's edition was truly historic. For the first time in 60 years, the company has a new CEO, Greg Abel, following the retirement of Warren Buffett...
According to one commonly cited statistic, we spend approximately one-third of our lives at work. That's 90,000 hours. 3,750 days. The sheer amount of time that we work means that our jobs are always going to have a big influence on how we feel about ourselves. And...
According to one commonly cited statistic, we spend approximately one-third of our lives at work. That’s 90,000 hours. 3,750 days.
Out of 36 million brackets submitted to major online games for the 2026 NCAA Men's Basketball Tournament, only four perfect brackets remained heading into the final day of the second round. And none of those brackets stayed perfect heading into the Sweet 16. Still,...
Most folks who are financially successful learn how to use the power of compounding to their advantage. By starting to save and invest early, making consistent contributions, and sticking to their plan, folks can build wealth over time on their way to retirement. In...
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...
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...
Moving to the proverbial beachfront condo or gated golf and tennis community are still popular retirement goals. Many seniors also plan to relocate to be closer to friends and family, to immerse themselves in their interests and hobbies, or to shake up their...
You've been working towards this moment for decades. But have you really prepared for it? Once the countdown is over and you've left your retirement party, the reality of retirement is going to set in. And many new retirees are surprised by the waves of emotions they...