A financial plan should be about more than accumulating assets. It should also reflect your values. Here are some areas of your plan that you may wish to examine to ensure that they reflect your values. If they need tweaking, there is no time like the present to make needed changes. Helping Causes You… Read more »
While many of us have been Zooming away the days throughout the pandemic, employees and owners alike are attempting to gauge the likelihood of maintaining a work from home (WFH) setting, post pandemic. If you are considering making your home office your permanent work space, there are a few questions you should be asking. … Read more »
Every morning a middle-aged couple walks by my house at precisely 7:15 AM. They don’t miss a day, and they are always on time (you can set your watch to it). Before the pandemic began last March, I had never seen them before. Recently, I’ve begun to wonder: after the pandemic is over, will I… Read more »
We live in an age where fortunes can be made seemingly overnight. Look no further than the tech titans or IPO unicorns to appreciate the fact that relatively young people can enjoy the economic fruits that take most of us a lifetime to build. People of more modest means believe that more money will… Read more »
The final phase of the MIT AgeLab’s four phases of retirement is The Solo Journey. Unfortunately, this phase is where health issues can quickly come to the forefront. Serious illness, disability or the death of a spouse can greatly affect daily life. You can better manage the pitfalls associated with the aging process by considering… Read more »
Warren Buffett is known as perhaps the greatest stock investor of all-time. By his own account, Buffett spends hours (and days) at a time pouring over 10-K reports and other financial information to understand a company’s business and how much it’s worth. He’s a numbers man, first and foremost. But after reading his latest… Read more »
“Who exactly seeks out a coach… winners who want even more out of life.” – Chicago Tribune Tiger Woods, Tom Brady and Cristiano Ronaldo all have coaches, as did visionaries such as Tony Robbins, Bill Gates, and Steve Jobs. Nearly all top performers have a coach who will help them to set goals, and then… Read more »
Much has been written about the inherent cost and delay incurred in probating a will. These factors can vary widely, depending on the size of the estate, whether your will is challenged, as well as the complexity of the will. Different types of property, the number of beneficiaries, and creditors can all impact the length… Read more »
The “Longevity” phase is the third part of the MIT AgeLab’s four phases of retirement. At this stage, managing health may start to feel like a job, as doctors’ appointments and managing medications become a priority. According to a Gallup survey, individuals age 80-84 take an average of 18 prescriptions per year. Here are some… Read more »