I love a good budget and financial tracking spreadsheet. I have one that tracks my monthly expenses and gives my wife and I a solid understanding of our spending. I have become more disciplined because I feel I need to be very disciplined when I hang up the work mouse and replace it with the […]
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 […]
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 […]
“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 […]
