The Semantics of Success

Most people know what success means to them. Although our vision of success tends to change as we get older, the semantics of success do not.

Your Next Life Phase: Avoiding A Greek Tragedy

If you are looking for a sad story, you don’t have to look far. There are enough economic disruptions going on in the world right now to deflate the most optimistic of personalities. But that doesn’t have to be you.  Whether you believe it or not, you do have choices and you do have a […]

Money Means Nothing Without Meaningful Work

I am not sure I have read a more thoughtful piece on the post-professional sports life than this one by LaMar Campbell. I suspect the experience is similiar for anyone who has had alot of success early in their life, whatever the career is.  They followed a passion so intensely for so long, were so […]

Retirement As We Know It: A Recent Phenomena, Not An Entitlement

It might be hard to imagine, but current retirement expectations have only been around since the 1950s. Prior to that there were a couple of things that factored into retirement not existing for most: Retirement Experience 1) People didn’t live into their 80s or 90s, especially men.  They died well before that. 2) Retirement plans […]

Costs of Different Annuity Types

Annuities may sometimes make sense for a client, but the costs involved can be difficult to understand and keep straight. There are usually multiple costs involved and it’s incredibly important to understand them. Annuity Types Many types of annuities, exist, but there are 2 key ones. Fixed Annuities When you purchase a fixed annuity,  it […]