Plain answers, posted as they come up
Notes from the team on retirement spending, the move to &Partners, and the questions clients bring to the table.
-

The Benefits of Owning a Smartwatch in Retirement
Read the article →: The Benefits of Owning a Smartwatch in RetirementPicture this: a small device on your wrist that quietly looks after your health, helps you stay in touch, and even adds a layer…
-

How to Pass Down a Vacation Home Without Passing Down Conflict
Read the article →: How to Pass Down a Vacation Home Without Passing Down ConflictFor many families, a vacation home is a place layered with memories, where generations gather each summer to laugh and share traditions. Yet when…
-

The 30-Day Family History Project
Read the article →: The 30-Day Family History ProjectImagine your grandchildren discovering a story, a recipe, or a photograph you saved. These are pieces of history they might never have known without…
-

A Simple 5-Step Portfolio Checkup Anyone Can Do
Read the article →: A Simple 5-Step Portfolio Checkup Anyone Can DoMost people glance at their accounts, see that the balance is up or down, and move on. But that surface check can hide deeper…
-

The 7 Wonders of Your Own Town
Read the article →: The 7 Wonders of Your Own TownYou don’t have to go far to discover something new. In fact, some of the most interesting experiences are often right in your own…
-

How Upbringing Shapes Your Money Mindset
Read the article →: How Upbringing Shapes Your Money MindsetYour investment strategy might have less to do with market data and more to do with the dinner table you grew up around. The…
-

Retiree Viewing Guide: Shows Worth Your Time
Read the article →: Retiree Viewing Guide: Shows Worth Your TimeRetirement often opens up something many of us didn’t have before…time. And more retirees are treating their screen time with the same care they…
-

How to Fire Old Financial Habits
Read the article →: How to Fire Old Financial HabitsYou’ve advanced in your career. You’re earning more and managing the responsibilities that come with success. Yet maybe you’ve maintained some financial habits that…
-

Pickleball Like a Pro
Read the article →: Pickleball Like a ProPickleball is booming and not just with weekend warriors. Retired high achievers are trading in golf carts for court shoes and discovering that this…
We write when there’s something to say
We publish when there’s something useful to say and send a note when we do. No market commentary for its own sake, and unsubscribing takes a click.
"(Required)" indicates required fields
