Categories for Featured

Seasonal Expectations

Gift Box

Seasonal Expectations Rethinking Christmas One of my favorite books this time of year is Skipping Christmas by John Grisham. Made into the movie Christmas with the Kranks, starring Tim Allen and Jamie Lee Curtis, the story follows a couple who decide to omit any sense of Christmas and go on a cruise instead. No parties, no gifts, no decorating, no... Read More


3 Reasons to Give Thanks (in a Complicated World)

Family Giving Thanks

3 Reasons to Give Thanks (in a Complicated World) The Compounding Value of Active Thankfulness As the world gets more complicated and as negative and sensational news bombards us at every turn, simple thankfulness can get lost. Our feelings are sometimes hard to square with our desire to be thankful for our many blessings. We often feel that too much... Read More


Three Keys to Disaster-Proofing Your Retirement

Prepare for Retirement

Three Keys to Disaster-Proofing Your Retirement How to Manage Risk for Your Retirement Finances This summer and early fall we have been bombarded by natural disasters. From the hurricane-driven flooding in the Houston area to the devastation in Puerto Rico and the Caribbean to the destructive fires in California, we seem to be living through a disaster movie. Even though most... Read More


The #1 Reason Retirees Lose Momentum

Retirement Momentum

The #1 Reason Retirees Lose Momentum How to Let Go of the Past and Move Forward During Life Transitions Remember the old Tarzan movies? Or, maybe for you, it was George of the Jungle. Our hero was always being chased by the bad guys or rushing to save someone from sure disaster. Rather than calling for Uber, he leaped from... Read More


Build Your Community Before Your Crisis

Build community before crisis

Build Your Community Before Your Crisis As a retirement specialist, I see the great danger of isolation as we age. The fading of relationships is like flood water rising. Before we know it, we are marooned and alone. When we retire, many of our friendships—often formed during our work years if not because of work itself—become disconnected. Family is often... Read More


Don’t Get Stuck in a Sinkhole

Don’t Get Stuck in a Sinkhole Have you seen the latest Florida sinkhole? The earth suddenly gave way because of underground erosion. As the ground started to sink, it sucked houses, cars, and even septic tanks into the growing cavity. What began as a small, hidden hole is now a huge pit filled with an environmental disaster of toxic waste.... Read More


Why “Hotel California” Should be Your Retirement Blueprint

Why “Hotel California” Should be Your Retirement Blueprint My wife, Jean, and I recently went to a Don Henley concert. Don Henley is one of the founders of the Eagles, the great rock band whose songs made up the background music for many baby boomers’ lives. Henley and his band played a lot of the old Eagles classics and covered... Read More


This Curve Can Wreck Your Retirement

race car curve

This Curve Can Wreck Your Retirement The other day, I heard the 1960s Jan and Dean song, “Dead Man’s Curve,” and I was reminded of my racing days. When I was in junior high, my Dad bought my brother and me a small quarter-midget race car. This was a precursor to the popular go-karts. We joined a local racing circuit,... Read More