“You can’t take it with you.” A term often tied to the inability to take material positions with you when you die. While the origin is not totally clear, it is thought to be derived from Psalm 47: 16-17. 16 Do not be overawed when others grow rich, when the splendor of their houses increases;17 for they will […]
As one much closer to retirement than at the beginning of my career, I have a lot of discussions with others in my age group about the dynamics of retirement. Because of my focus on time management and the lifestyle changes one needs to make post-career, I often ask, “Where does your financial advisor fall […]
Authority should not override need. Urgency is not permission to disrupt. Your need does not dominate everyone else. My schedule can get very full. Some days you can look at my calendar and there is not an open time slot of availability. I’ve gotten to the point where I block off time and need to […]
Retirees anticipate endless days of freedom, but a financial advisor can help prepare them for the realities that await them. This article first appeared in Rethinking65. Tim may not have considered himself retired. To keep himself busy, he had a variety of real estate properties, and he had his own side portfolio of stocks that […]
My wife is a pastor and, and yes to stereotype, clergy have a lot of books. Sue is no exception. There is multiple bookcases, and she usually has a few stacks strategically placed. As her library expanded (and still expands), bookends became a necessity. The concept of bookends likely emerged as a natural progression from […]
As one who continues to try and read self-help information, I approach business books in two ways. How can I take what I am reading and implement this into a system that will improve my life across a variety of areas? What can I take away from this book that I will use as a […]
Having managed many salespeople in my career, one common trait I found amongst just about all of them was the ability to ramp up the intensity level when necessary. Those with a “hunter mentality” would become hyper focused to convert that prospect or exceed their goal. With consistent success a “sales zone” can be created […]
Among the many tools I provide to help people assess their use of time, probably one of the clearest challenges in time management comes from the Work-Life Balance (WLB) report. Now, if you have read any of my work for a while, you know I think work-life balance is a mirage. As much as you […]
George was a senior vice president of sales at a large pharmaceutical company. Accomplished and confident, he headed into retirement thinking he was done with work. That didn’t last long. He took a part-time job at a small company, calling clients who had not ordered in over a year to convert them back into active […]
One of the most physically painful times I went through as a child was having a splinter removed from my foot. You might justifiably be thinking I was quite a wimp but hear me out. I was playing with my brother on an old wooden boat dock without any shoes. I was running along when […]
