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Three Things Worth Your Attention | April 16, 2026
Three thoughtful reads on retirement spending, estate planning, and family money conversations, plus why each one matters.
Retirement Planning
When to Claim Social Security: How to Think About 62, FRA, and 70
When to claim Social Security is about more than age alone. Learn what to consider before choosing 62, FRA, or ...
Three Things Worth Your Attention
Three Things Worth Your Attention | April 7, 2026
Three articles worth your attention this week, with brief reflections on life, money, decision-making, and what comes next.
Popular Posts
Financial Planning
Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional
Advisory Services
Life Planning Training: Reinforcing My Purpose
Life planning focuses on the human side of financial planning. Here is what I learned during my recent experience at
Financial Planning
Financial Planning for Couples – It Takes Teamwork
Managing family finances and putting together a financial plan should include the input of both members of a couple. Work