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A guide to the best articles in the archive, organized by topic

17 hrs ago

What your pilot knows about communication

A simple analogy for what good advisors actually do

Apr 8

2

What widows need to know about Social Security

Survivor benefits, timing, and what not to do

Apr 1

March 2026

The lifeboat drill

The exercise that protects everyone you love

Mar 25

4

Life doesn't wait for your plan

What a client's story reminded me about time

Mar 18

1

2

Spend your time before you spend your money

Because money without time is almost worthless

Mar 11

3

What’s inside your portfolio

A simple breakdown of how a diversified portfolio actually works

Mar 4

2

1

February 2026

The cost of playing it safe

Don’t save your life for later

Feb 25

2

Your traditional IRA is not a ticking tax bomb

The math might surprise you

Feb 18

2

2

Our scars and the stories they tell

The invisible marks that shape how we think about life (and money)

Feb 11

2

2

1

What baseball can teach you about your money

Ignore the noise, trust the process

Feb 4

1

2

1

January 2026

The two kinds of regret

One starts with a big "R" and the other with a little "r"

Jan 28

2

1