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You Only Live Once, So Plan Well

Financial Planning, Investments, Market Commentary, News

Since the end of January, #YOLO has been a rallying cry on internet message boards where amateur investors have driven up stock prices for video game retailer GameStop and movie theatre chain AMC. And while everyone should have opportunities to build wealth via the markets, we believe this particular group of rebels are only half-right […]

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Become a Mentor in Retirement

Retirement

Mentoring can be a fulfilling way for retirees to repurpose their professional skills, give back, and stay active. But there’s more to building an effective mentoring relationship than just making yourself available for a chat. These four tips will help both mentor and mentee get the most out of their time together.  1. Set a […]

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Thriving During Adversity

Uncategorized

Usually, as we approach the end of the year, people start talking about “turning the page” and “putting last year in the rearview mirror.” But it’s likely that 2020 is going to stick with all of us a bit longer than a typical year might. And that’s not necessarily a bad thing. Life will continue […]

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How Has Your Year Been?

Retirement

October starts the fourth quarter of the year. In the business world, top companies kick off “Q4” by gathering together their leadership teams to assess what’s gone right this year, what’s gone wrong, and what steps they can take to finish the year with strong forward momentum. Preparing for a positive Q4 sprint could also […]

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Build Your Network and Give Back

Charitable Giving, Financial Planning

If Covid-19 and social justice movements have inspired your charitable side, you might consider approaching philanthropy the same way you would approach a career move. With so many people living and working online these days, there are more opportunities than ever to branch out from your social, personal, and professional contacts to identify areas of […]

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What Makes a Good Life?

Charitable Giving, Financial Planning, Retirement

You have a steady job that pays the bills and puts your abilities to good use. You have loving relationships with your spouse, your children, extended family, and close friends. Your house provides enough space and security. Your golf, hillwalking or bridge gives you a chance to unwind. Your volunteer work improves your community. The […]

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Use a Lifetime of Skills to Give Back During Retirement

Pensions, Retirement

The professional skills you’ve honed during your career are still incredibly valuable even though you’re retired. Rarely has there been a greater need for talented and dedicated people with a wide variety of abilities to pitch in and help their communities tackle some significant problems. But giving back is also good for you. Many studies […]

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Be Resilient and Gain Personal Momentum Coming Out of the Covid-19 Pandemic Part 2: Growth Through Adversity

Financial Planning, Market Commentary, Retirement

In Part 1 of this series, Dr. Beth Kurland and retired Commander David Sears of the U.S. Navy SEALS shared three habits they believe will help folks build momentum as we – hopefully – continue moving towards the end of quarantine. By focusing on the present, embracing the positive, and leveraging our relationships and routines, […]

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