Designing my life, part one: Building a compass
Last week, I raved about the book Designing Your Life by Bill Burnett and Dave Evans. These two Stanford design […]
Financial-planning
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DOL Rule List Focuses on Alts, End of ESG
The Department of Labor will focus heavily on fiduciary rules and SECURE 2.0 guidance, according to the newly published 2026
Who coined the term FI/RE (financially-independent, retired early)?
It’s always fun to unearth some esoteric piece of personal finance history. I know there are only a few nerds
Financial-planning
Own Occupation Disability Insurance — A Key for Doctors
By Jim Dahle, WCI Founder <!– If doctors know anything about disability insurance, it’s that they should buy “own occupation”
CIRO takes over Québec mutual fund rep oversight July 4
CIRO framed the change as a matter of clarity. “We are honoured to expand our involvement in the regulatory oversight of mutual
Small Business Owners Need Wider Adviser Support, per Voya
As small business owners, often at the forefront of economic pressures, face inevitable hurdles in staying afloat, employee benefit hurdles
4 Best Retirement Calculators (Free & Paid) – ROB BERGER
Retirement calculators can help us plan and prepare to retire. When we are years away, these online tools can help
Some Thoughts on Spending – JLCollinsnh
 Photo by Gabriel Meinert The subject of spending seems to be getting a lot of attention of late in
Empower Completes Convergence with Milliman Division Additions
It’s always interesting to watch Empower’s acquisitions and strategies that do not follow the norm. Contrary to CEO Ed Murphy’s
How self-centered shopping has made me happier with the things I buy
I’ve changed the way I shop over the past few years. And although the shift has been subtle, I’ve found