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Monday, March 9, 2020
Here’s the problem, and it’s a big problem. What bugs me is a lot of advisors can’t talk about it; their firms do not allow them to discuss it. What am I talking about? Taxes.
Monday, Jan. 15, 2018
An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT professional decides to conclude her career at age 58; she serves as a city council member in her 60s, then opens an art studio at 70.

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