Avoid the Emotional Investing Trap
We’ve all heard the phrase “No pain, no gain.” If you are a body builder or you’ve trained for a marathon, you know this saying to be true. The rest of us, however, might p […]

Winners and Losers in Retirement
Spring is award season. For many people, the Academy Awards show is the ultimate display of winning and losing. “Best this” and “best that” awards for pictures and actors. We migh […]

4 Strategies to Win the Retirement Race
Straining for the Finish Line
As she headed up the steepest hill of her life, cross-country skiier Jessica Diggins suddenly decided that winning an Olympic medal was no […]

Retirement Investing during Yo-Yo Market Corrections
The little boy grabbed his yo-yo and jumped out of the car as soon as it pulled to a stop in front of his grandmother’s house. He ran across the grass toward t […]

4 Questions to Build Your Future
Stoke the Fire and Forge Ahead
This winter has brought some record low temperatures to parts of the United States. Even here in Dallas, Texas, we got down to a low of 10 degrees […]

Make a Resolution You Can Keep: Be Yourself
Mayhem and Retirement Mode
Remember the insurance company commercials featuring a guy named “Mayhem”? Mayhem caused accidents by getting run over, distracting dri […]

5 Practical Keys to Being a Cheerful Giver
Giving without Guilt
One of my favorite movie lines is from Christmas Vacation when Clark receives a membership in the Jelly-of-the Month Club instead of his expected […]

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 […]

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 […]

Do Men or Women Retire Better?
Retiring on Mars and Venus and the Disadvantages of Both
In 1993, Dr. John Gray’s Men Are from Mars, Women Are from Venus rose to #1 bestseller status because it helped us u […]

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 […]

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 […]

Get Tax Wise and Ready for Change in Retirement
A Flintstones Primer for Retirees on Taxes
Our friends in Washington just announced a new proposal to make the tax code simpler and better for everyone. Sounds […]

Conquer Emotional Spending
We may think that we are logical and in control of most of our actions. But are we really? We all get mad and impatient in traffic now and then. We often get frustrated with others when […]

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 […]

How to Run the Retirement Race
Back in the 1970s, there was a famous middle- and long-distance runner named Steve Prefontaine. “Pre” as he was known, had the unique ability to lead races from start to finish bec […]