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 […]
“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 […]
