Maybe you caught the President giving the State of the Union address last week. One thing that caught my ear was this notion of a “myRA”. I decided to do a bit of research and found immediately following the address, the White House released details of “myRA” in “The State of the Union Fact Sheet: Opportunity for All”.
I wrote up a piece that Boston.com carried about this topic. I hope you enjoy learning a bit more by reading the article.
How to find a new financial planner. Good advising comes from years of experience. If a change of planner is forced upon you, don’t settle. Go on the offensive and make sure you have the right planner working for you.
Every once in a while we like to feature a post by a colleague or friend. George Weir was a dear friend who wrote poetry for much of his life, and especially after his wife Hazel passed away. He often reflected on his time served in WWII, as well as, his career in the...
A CEO’s network of close advisors, c-suite executives, and stakeholders holds him or her accountable for achieving important goals. Creating your own “board of directors” can help you improve your Return on Life, clarify your goals, hold you accountable and reevaluate your relationship to your work. Consider offering seats on your board to these six people.
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