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The other thing that overrides your will
Beneficiary designations aren’t the only override
May 20
3
2
1
First-class inflation
A stamp went from 10 cents to 82. What 50 years of postage say about your retirement.
May 13
1
Your estate plan might have holes in it
The gaps that can unravel even the best-laid plans
May 6
3
2
1
April 2026
Your money is there to let you live your life
What the data says about today’s market volatility
Apr 29
6
6
Your will doesn't have the final word
Beneficiary designations quietly control more of your estate planning than you might think
Apr 22
5
2
Buy the haystack
Why owning the whole market beats chasing individual stocks
Apr 15
3
Start Here
A guide to the best articles in the archive, organized by topic
Apr 10
What your pilot knows about communication
A simple analogy for what good advisors actually do
Apr 8
3
What widows need to know about Social Security
Survivor benefits, timing, and what not to do
Apr 1
1
March 2026
The lifeboat drill
The exercise that protects everyone you love
Mar 25
5
Life doesn't wait for your plan
What a client's story reminded me about time
Mar 18
2
2
Spend your time before you spend your money
Because money without time is almost worthless
Mar 11
3
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