William was a highly successful business professional, having a long and satisfying career. He worked with his last employer for over twenty years and therefore built up a lot of close relationships with coworkers and clients. Or so he thought. He is six months into his retirement and struggles with persistent feelings of anger and […]

I was channel surfing recently and I  came across one of those shows where people struggle with hoarding. In the episode I watched, there was an older couple who had accumulated so much stuff that the local government was getting ready to evict them and condemn the house and property. A team came in with […]

There is no shortage on the concept of employee onboarding. While there are many perspectives, a successful onboarding process is one that makes someone feel welcomed, valued, and prepared for their new role. It’s more than just paperwork and training. It’s about fostering a sense of belonging and providing the tools and support needed to […]

Advisors and their clients must plan for the very real possibility that Social Security benefits will be reduced if the system runs out of money in 2033. This article first appeared at Rethinking65. Listen here: I have had my emotional ups and downs with Social Security, and I have not even drawn a penny out […]

Frequently, I hear some version of the following, “I am always putting out fires.” Events in life cause people to have to stop, focus on some “emergency”, and solve an unexpected problem or challenge. These individuals become self-appointed firefighters, dousing problems with a flood of their time, only to move onto the next 5-alarm crisis. […]

I recently presented in front of a group of retired business professionals, who meet regularly with a purpose. They use their collective experiences to aid each other in their financial decisions. Some of them took the Retirement Time Analysis (RTA). When sending out each assessment, I ask for feedback on the report. Here is what […]

My second job out of college required I have a home office. I was on the road as a sales rep. This was before the age of smartphones and laptop computers. It was the time of landlines and fax machines. I was remote, before the term remote was cool. Fast forward to today, and I […]

I was a long-time listener of the late radio host Rush Limbaugh. Now before you move on from this article, I am not going to get political. I mention him because every year around mid to late November he would do a monologue around the meaning of the Thanksgiving holiday. It painted a different picture […]

Note: This article first appeared at Rethinking65. Neighborhood gatherings, both planned and spontaneous, are common in my 55-plus community. Residents bring lawn chairs along with their beverages of choice  and snacks and set up in someone’s driveway to enjoy a little fellowship. My wife and I recently grabbed our stuff and joined one of these […]

I was listening to a couple of political pundits (we have recently wrapped up election season here in the United States) talk about candidates and their policies. Politicians promise a lot, but what they deliver is either very different or does not happen at all. People put a lot of weight into a candidate’s policies […]