Make your retirement years
the best years of your life!
SERIOUS ABOUT RETIRING
A Practical Roadmap for a Healthier, Wealthier, Happier Retirement
Are you serious about retiring? If you are anywhere from ten years before to five years after departure from the workforce—that’s you. This comprehensive guide to retirement offers insights and information on health, family, housing, travel, money, and so much more.
Read Mark’s Latest Blogs
Experiments
Some pursuits just don’t work out as intended. The question is what to do next. I think about Thomas Edison who is said to have had 5,000 - 10,000 failures on the way to improving the light bulb. Before him a light bulb lasted for only several hours. He eventually...
My metronom
My cello teacher Jacqueline Ultan has been telling me recently how important it is to use my metronome when preparing to play music with other musicians. Playing music together means that everyone must play at the same regular pace. The metronome shows me how I’m...
Portfolios
For decades in my work as a financial planner, the word “portfolio” meant only one thing – a structured collection of investments. Sometimes called diversification or a balanced investment approach, portfolios have two main features. They help to manage risk – not...
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