AI may be better at crunching numbers, but only human advisors can provide the insight needed for meaningful retirement planning. This article first appeared in Rethinking65. I’ve embraced artificial intelligence. It is creating more and more opportunities for me to complete projects and tasks faster. However, with the excitement of the process, it is easy […]
I’ve trained in a couple of different versions of martial arts. In each case, there were rules of conduct, particularly involving the training area or dojo. Also known as “place of the Way” a dojo is a hall or room dedicated to immersive learning, training, or meditation. Built on this foundation are a set of […]
There is an idiom out there which states “always the bridesmaid, never the bride.” It describes someone who consistently supports or contributes to the success of others but never seems to achieve the same level of success or importance themselves. When it comes to interviewing, I have been the bridesmaid before (more than once). I […]
There is an idiom out there which states “always the bridesmaid, never the bride.” It describes someone who consistently supports or contributes to the success of others but never seems to achieve the same level of success or importance themselves. When it comes to interviewing, I have been the bridesmaid before (more than once). I […]
There is an idiom out there which states “always the bridesmaid, never the bride.” It describes someone who consistently supports or contributes to the success of others but never seems to achieve the same level of success or importance themselves. When it comes to interviewing, I have been the bridesmaid before (more than once). I […]
Whenever I reflect on this, I still wonder where I might have been able to better communicate what was needed for the interview. The position was for a sales analyst role. This person needed to be analytical, and they had to come with a high level of competence in Excel. The resume looked good, and […]
The interview was slated for one hour for a key sales position. This was the second for this candidate. Our first time together was a 30-minute qualifying discussion to verify if the individual presented themselves well and demonstrated they met key elements of the role. Stan interviewed well. His answers were succinct and focused. As […]
Mom’s financial advisor would challenge her on each visit. “Karen, you are not using much of your retirement portfolio. There are so many things you could be doing.” He’d press. Unfortunately, my mother did not take his advice. As her health declined, it became more of a challenge and the opportunity to take advantage of […]
This article first appeared in Rethinking65. Clients who feel socially connected are likely to fare better in many ways, and it could benefit your business, too. Toward the end of 2024, I went back to “corporate world.” As my wife and I planned out 2025, we saw an opportunity for Susan to focus all her […]
Beauty is in the eye of the beholder. This phrase is widely attributed to Margaret Wolfe Hungerford, who first used it in her 1878 novel Molly Bawn; essentially meaning that what is considered beautiful is subjective and depends on the individual’s perception. I have come to apply this same philosophy to organization. I explain my […]
