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A guide to the best articles in the archive, organized by topic
19 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
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
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
The two kinds of regret
One starts with a big "R" and the other with a little "r"
Jan 28
2
1
Recent client projects - December 2025
A glimpse into what I've been working on lately
Dec 3, 2025
2
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