Purpose & Identity
The Quiet Grief of Leaving Work
What no one tells you about the Monday after your last Friday.
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The Blog
Money + Meaning
For the modern retirement. Essays at the intersection of finance, identity, and the second half of life.
Retirement Income
Sequence Risk: Why the First Decade Matters Most
A practical look at the math behind the most overlooked retirement risk.
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The Retirement Fear Index™: Q3 Reading
The current state of retiree anxiety — and what it tells us about the months ahead.
Read essay →Housing & Aging in Place
Aging in Place vs. Right-Sizing
A framework for the most consequential housing decision of the second half.
Read essay →Behavioral Finance
How Behavior Beats Allocation
Why the gap between investor returns and investment returns is mostly emotional.
Read essay →Financial Advisor Insights
The Advisor's New Job Description
What clients actually want from their advisor at the retirement threshold.
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