Purpose-Based Planning

Weekend reading Fear Is a Framing Problem Weekend reading Fear Is a Framing Problem
Weekend Reading: Fear Is a Framing Problem

Recognizing that fear is a natural aspect of life, but it doesn’t need to dictate our lives.

Weekend reading Redesigning Retirement Weekend reading Redesigning Retirement
Weekend Reading: Redesigning Retirement

The current workforce landscape is experiencing significant changes due to factors like high turnover, remote work, and the retirement of Baby Boomers.

Weekend reading Facts You Should Know Weekend reading Facts You Should Know
Weekend Reading: Facts You Should Know

Key areas to stay informed on include: budgeting, health & life expectancy, workforce changes, and Social Security.

Weekend reading Why now is the time Weekend reading Why now is the time
Weekend Reading: Why now is the time

The author shares a personal experience of unexpected loss and the regret of not expressing love and appreciation while there was still time.

Weekend reading how to feel less lonely Weekend reading how to feel less lonely
Weekend Reading: How to Feel Less Lonely As You Get Older

The happiness you experience in retirement spans far beyond money, your dream vacation home or your hobby. It lies within the connections you have with others. Are you prepared?

Weekend reading how to feel less lonely Weekend reading how to feel less lonely
Weekend Reading: How to Feel Less Lonely As You Get Older

The happiness you experience in retirement spans far beyond money, your dream vacation home or your hobby. It lies within the connections you have with others. Are you prepared?

Weekend reading power of singular priority Weekend reading power of singular priority
Weekend Reading: The Surprising Power Of A Singular Priority In Money and Life

You likely hold a variety of things near and dear to your heart, but if you had to choose one focus – one priority – what would it be?

Weekend reading youthful while aging Weekend reading youthful while aging
Weekend Reading: Years Don't Make You Old

Your attitude toward aging plays a larger role in how well you age than you might realize. As poet Samuel Ullman says, “youth” is a state of mind rather than a mere number of years.

Weekend reading strategic thinking happy life Weekend reading strategic thinking happy life
Weekend Reading: Use Strategic Thinking to Create the Life You Want

Can the factors that lend to large corporation success also lead you to live a fulfilling life?

Weekend reading non financial things to know before retiring Weekend reading non financial things to know before retiring
Weekend Reading: 5 Things You Need to Know Before You Retire

You spend decades saving for retirement. Isn’t it worth your time and effort to plan for how you will fill that retirement with your most purposeful, happiest years?

Weekend reading its ok to suck at something new Weekend reading its ok to suck at something new
Weekend Reading: It’s Okay to Suck When You Try Something New

Have you ever abandoned a hobby or interest due to the fear of not excelling immediately? While it can be tempting to do so – especially for perfectionists – it’s important to remember that initial failure is a normal part of acquiring new skills.

Weekend reading making money meaningful Weekend reading making money meaningful
Weekend Reading: Four Things That Make Money Meaningful

How does finding meaning and purpose in life relate to your relationship with money? In Viktor Frankl's book, Man’s Search for Meaning, he reflects on his experience in Nazi death camps, emphasizing that even in the darkest times, moments of happiness and meaning can be found.