by admin | May 25, 2021 | Retirement, Uncategorized
An important factor to our ongoing retirement income is how the Social Security payment grows over time. This Cost of Living Adjustment, or COLA, is announced annually for the following year. It might make a few bucks to a few hundred dollars difference...
by admin | May 14, 2021 | Uncategorized
You feel it. That pit-in-the stomach on Sunday around 4 p.m. that reminds you that – while you love investment & financial planning advice – you are disenchanted with the robotic service you provide to clients. …That’s the moment for a scene change. Imagine...
by admin | May 4, 2021 | Uncategorized
Reflections on Deep Work: Rules for Focused Success in a Distracted World By Cal Newport Written by John Mullett We live in a frenetic, fast-paced, increasingly connected world, driven by rapidly advancing and changing technologies. The internet, social media, email,...
by admin | Feb 26, 2020 | Uncategorized
Last summer, if you were to ask me, “How’s the summer going, Liz?” I would have said I was happy, but there was so much change. I experienced personal changes – a change in daycare, my husband’s job, and a move (which is a lot!). But also, our company...
by admin | Feb 6, 2020 | Uncategorized
In my career, I have witnessed other professional practices, like a law or CPA practice, who have a lead advisor get to the age of retirement – and yet, the person remains in the practice. In the past, I jokingly referred to this person as “The Grand Old Man”. As I...
by admin | Nov 15, 2019 | Uncategorized
Picture this: It’s a warm summer evening with my husband and children in the backyard playing. Dinner will be ready in about ten minutes and I am setting the table. It is one of those evenings where I arrive home in a hurry. Needing to cook dinner, I find a...
