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Don’t Call Me Coach! Three Questions To Ask All Of Your Professional Advisors

Don’t Call Me Coach! Three Questions To Ask All Of Your Professional Advisors

After college, Bill went straight to work in his city government August 1, 1972.  On the day he began his employment he already knew his retirement date: 30 years to the day hence. He married Sue. They bought a house. Eventually, the two kids, Tim and Julie, came along. The family was active in their neighborhood association and their church.…

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Adaptability, Agility, Hurricanes and Friends

Adaptability, Agility, Hurricanes and Friends

Buckhead, Atlanta, Georgia. As you know from my most recent blog, we evacuated from Sarasota in anticipation of Hurricane Irma. Having driven tandem to Atlanta, my wife and I are still camping out with dear friends here. They invited us. We didn’t just drop in, although I admit we arrived looking like an upscale, contemporary version of Grapes of Wrath…

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Evacuations, Irma, and Disruptive Change

Evacuations, Irma, and Disruptive Change

Buckhead, Atlanta, GA.   We are evacuees from Sarasota, fortunate enough to be invited by friends to stay here with them while Hurricane Irma pursues her disruptive, erratic course through Florida. We had 18 hours to decide what objects/files/apparel would fit into our two cars, pack, and drive tandem to Atlanta, taking 12 hours in dense traffic to make what…

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IS THE NEW NORMAL OVER? 

IS THE NEW NORMAL OVER? 

….it depends on how you define The New Normal and what your discontinuous future holds in store for you. “The road that we’ve been on for such a long time, the so-called ‘new normal,’ is coming to an end, because it’s being eaten up by its own contradictions,” said Mohamed El-Erian, during an interview on Bloomberg TV.  Mr. El-Erian is…

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Net Worth vs Self Worth – Guest Blog by John Trauth

Net Worth vs Self Worth – Guest Blog by John Trauth

This week we have a guest blog from my friend, colleague and author of “Your Retirement, Your Way”, John Trauth Net Worth vs Self Worth: Anxieties in Spending Your Retirement Paycheck Congratulations!  You saved diligently for your retirement for the last umpteen years.  Whereas there were ups and downs in the markets and also in your investments, overall your money grew…

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Business Client Stories

Business Client Stories

OLDER AND YOUNGER Both the management and the employees of a major distribution company equated years of service with superior expertise and judgement. As younger, more recently educated employees and managers were acquired, the organization began to experience an costly high rate of turnover as well as an increasingly expensive level of dissatisfaction among long term employees.  What everyone saw…

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