Retirement Income
Build the Team Before You Need It
The worst time to assemble a coordinated team is in the middle of a crisis. The best time is now, while everything is calm. The finale of Both Ends of the Table.
Retirement Income
When the Problem Isn't Growth, It's Coordination
Once you have enough, the biggest threat to your money is no longer a bad return. It is the gaps between advisors who never talk to each other. Part three of Both Ends of the Table.
Retirement Income
Why Long-Term Care Insurance Matters for Your Retirement
Long-term care insurance protects your savings and gives you choices about care. It's about options, dignity, and preparation for what lies ahead.
Retirement Income
The Moment the Power Goes Out
There is a difference between someone telling you it will be okay and someone making you feel okay. You find out which one you have the moment something goes wrong. It is true at a resort, and it is far more true in retirement, the day the market goes dark.
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
3 Questions You're Afraid to Ask Your Financial Advisor (And Why You Should)
There are a few questions almost nobody asks their advisor. They feel awkward, or a little too close to the bone, or like you are afraid of the answer. But they are the ones that separate a real plan from a nice relationship, and the difference between an advisor who manages your money and one who a