Lessons from a layoff Nearly 40 years ago, I found myself without a job. The area where I was living had lost several major […]
The meaning of “dreaming small” In March, I addressed preparing for retirement, but not from a financial stand point. Rather, I wrote about addressing what […]
Purpose and meaning in retirement So, you’re in your 50’s, 60’s, or older. What do you wanna do when you grow up? (Or, how will […]
Watch out for fake charities Well… it’s the season of decorating… and party going… and spending time with family and friends. Of course, if you […]
Volunteering helps you stay happy, healthy, and active As a volunteer and board member for multiple charities in my community, I work on projects that I am passionate […]
Partnership Matters in Life, Finance, and Our Communities How do you define partnership? Partnering is a process in which parties agree to cooperate to achieve a common goal […]
The benefits and gifts of giving “Giving” as a concept means giving something of yourself to others. This can be both financial and non-financial. Whether measured […]
Why I was wrong about millennials As a financial advisor, retirement planning conversations are common. I recently attended a different type of retirement event, and it […]
