When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on.
Advice For Life
What to Keep
Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering …
DIY Process
We believe that most everyone would be better off if they applied the power of process to their financial lives…
Cross-Stitch Prophet
When I was growing up in Washington, Georgia, in the heart of the eastern Georgia Piedmont, there was a cross – stitch…
Cool Grandma
Cool Grandma is almost 80 years old. Cool Grandma has $59,000 in an IRA at MegaBank Corp. and it is pretty much her entire nest egg…
The Race Car Optimization Fallacy
In my business, I am constantly approached by investment companies that want me to …
The Matrix
One of the seminal moments in the movie, THE MATRIX, is the scene where NEO leaves his computer generated reality and awakens within his pod…
Should We Reconsider What Retirement Means?
An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69…
Involving Children of All Ages in Giving
Want to teach your children the core values of gratitude and generosity? There’s no better way to do that than to get your children involved in giving…
Transition
The jobs we do for 40 hours every week – and the life that job provides for our families over decades – has a significant influence on how…