Over the past 40 years, I have had the privilege of working with thousands of clients, helping them pursue their financial goals with a focus on retirement. As I reflect on that time, what stands out most is not the work itself, but the relationships that have come from it...

Jeanne and I were talking about an issue I was dealing with at the office. After a few minutes of me listing everything I was concerned about, she looked at me and offered some simple but very direct advice: “Stop overthinking this—you need to get out of your own...

Life is complicated enough. Family responsibilities. Career decisions. Health. Aging parents. Children and grandchildren. Community commitments. The list doesn’t get shorter as we get older—it just changes. One of the greatest gifts we can give ourselves is the decision to simplify. When it comes to your financial life, simplicity...

I believe one of the most important skills quietly slipping away from us is the ability to truly communicate with one another—and just as importantly, the ability to listen. There are plenty of reasons we could point to. Technology is an obvious one. We spend much of our day...

January gives us a natural pause, a chance to take a breath, look around, and think about what really matters. There is nothing magical about the calendar changing or another year beginning. What is special is that we are here. We were given another day, and with that day comes...

Every morning, it starts. A headline, a commercial, a pop-up, a sponsored post. Someone, somewhere, is telling you what to buy, where to put your money, and why you need to act right now. On TV, on the radio, in your inbox—the drumbeat is constant. And here’s the part...