limit socials grid
Plan to Limit TV and Social Media in Retirement
Personal Planning07/29/2026

Have you ever spent the work week daydreaming about everything you’ll finally get to do on the weekend—only to have Saturday arrive and find yourself scrolling your phone instead? It’s a familiar...

inverted thinking grid
Avoiding Retirement Disaster by Using Inverted Thinking
Personal Planning07/15/2026

Overthinking a purchase before you make it is common. Googling reviews and potential issues may be part of your process. At first glance, this approach might seem a bit pessimistic. In practice, it’s...

tax strategy grid
Why It's Important to Have a Tax Strategy
Personal Planning05/13/2026

Now that the April 15 filing deadline has passed, many people are eager to put taxes out of sight—and out of mind. After all the time spent gathering documents, running numbers, and finding out...

digital estate grid
Create a Digital Estate Plan
Personal Planning05/06/2026

Imagine a family member has an unexpected medical event, and unfortunately that family member can no longer communicate. This happened to me when my father had a traumatic fall and lay unconscious...

transition grid
Transitioning to Retirement
Personal Planning04/22/2026

High achievers tend to have a hard time making the jump to retirement. This may be true for a number of reasons. Some identify strongly with their work and feel concerned about their ability to move...

persistent cost grid
The Persistent Cost of Doing Something
Personal Planning04/08/2026

Have you ever known someone who is absolutely committed to getting the lowest price for gas? They're willing to drive miles out of their way to save a nickel per gallon. And they derive deep...

men v women grid
When it Comes to Retirement, Men and Women need to Plan Differently
Personal Planning04/01/2026

Back in 1992, relationship counselor John Gray published Men Are from Mars, Women Are from Venus.1 The book was a huge best-seller, not because Gray had discovered some startling new fact, but...

gift taxes grid
Gift and Estate Taxes
Personal Planning03/18/2026

The gift and estate tax system is a federal transfer-tax system composed of two main taxes: gift tax, which applies to transfers made during an individual’s lifetime, and estate tax, which applies to...

Creative-Ways-to-Save
Creative Ways to Save
Personal Planning01/28/2026

Saving money isn’t just about cutting back—it’s about thinking differently. In 2026, rising costs and evolving financial tools mean traditional advice like “cut back on Starbucks” isn’t enough....

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