Lifestyle & Mindset
Airports, Adventure, and the Go-Go Years of Retirement
Just returned from two weeks across Europe, and it reminded me why these go-go retirement years are your boarding announcement for adventure.
Retirement Income
Take the Trip. This Is What You Prepared For.
The point of a retirement plan was never the spreadsheet. It was the freedom to get on the plane without a knot in your stomach. Here is how preparing, protecting, and preserving what you built is exactly what gives you permission to go.
Lifestyle & Mindset
Check Your Alarms: A Simple Step That Saves Lives
Keeping your home safe starts with a simple but critical habit: checking your fire, smoke, and carbon monoxide alarms regularly.
Lifestyle & Mindset
Who was Johnny Appleseed, really? The surprising truth behind the legend
Johnny Appleseed wasn't just a folktale character - he was a savvy businessman who planted apple nurseries across the frontier for America's first craft cider.
Lifestyle & Mindset
Lost, but not forgotten: How unexpected kindness shapes who we are
Sometimes the most meaningful experiences come disguised as simple invitations. My niece's surprise 70th birthday gathering reminded me how acts of kindness create the moments that define us.
Lifestyle & Mindset
The Lights Are On, the Cameras Are Rolling, and We Are Doing This Again
Episode 2 of Fiscal Fridays tapes today. Real clients, real questions, a live audience, and a new face at the table. Here's what's happening behind the scenes.