Rewirement
Personal Planning 08/06/2025

AT&T CEO, Amy Chow, decided to retire after 32 years with the company. But she wanted to avoid the two mistakes’ executives often make when they retire.1 The first is to retire completely from any..

The Power of Diversification
Wealth Management 07/30/2025

As a savvy investor you know that one of the keys to long-term success is avoiding unnecessary costs. You know to steer clear of tax penalties, excessive transaction costs, and even opportunity..

Life Expectancy and Retirement Planning
Personal Planning 07/23/2025

One of the key variables in retirement planning is longevity. There's a big difference between drawing down your nest egg over ten years or needing it to last for twenty. To get an idea of how long..

Wealthy vs. Financially Healthy
Financial Wellness 07/16/2025

In 1902 the New York Evening World newspaper used the phrase "feel like a million bucks." This was a brand new idiom for expressing a feeling of extraordinary well-being.1 At the time, surgeons and..

What You Don't Know About Estate Planning Can Hurt You
Personal Planning 07/09/2025

A colleague was lamenting how slow and costly it was to sort out his parents' estate after they had both passed away. His father thought that by setting up a trust, everything would be easily..

Timeless Money Advice from Benjamin Franklin
Financial Wellness 07/02/2025

Benjamin Franklin was so varied in his accomplishments; he almost seems like a mythical character. One of the leading scientists of his time, he discovered key principles of electricity and first..

How a Trial Retirement Can Help You Make a Better Plan
Personal Planning 06/25/2025

Retirement is a phase of life you've never experienced before. How you plan to spend your post-work life can give valuable insight before you make major decisions. Christine Benz, who writes about..

Millennials Say Debt is Responsible for Their Retirement Savings Shortfall
Personal Planning 06/18/2025

The temptation to acquire something now but not pay for it until later is probably as old as humanity. There's the ancient biblical story of Esau, who traded his future inheritance for a bowl of..

America's Love Affair with Cars Comes at a High Cost
Financial Wellness 06/11/2025

We love our cars. They get us to work. Haul all our stuff home from the store. And allow us to enjoy those weekend road trips in comfort. But even more than that, a car is a powerful personal..