Tendrils: Growing stronger day by day

What if retirement were closer than you think? How might such a realization change your day-to-day mood, choices, or priorities?
According to financial advisor Kent Thune’s definition of retirement, he is already retired. And according to my own definition, I am much closer than I ever thought. (See Born at Starbucks) This realization [...]

Several years ago, a colleague recommended to me How We Know What Isn’t So: The Fallibility of Human Reason in Everyday Life by Thomas Gilovich. He said it explores present-day myths that persist despite scientific evidence to the contrary. I haven’t yet read the book, but I was so intrigued by the concept, that it’s [...]

Did you know that compulsive buying is about as prevalent as depression??? Well, it is.
The World Health Organization estimates the prevalence of depression among US adults to be 6.7%. According to a study conducted by Stanford University, 5.8% of US adults suffer from “problematic and uncontrolled buying behaviors.”
So why don’t we hear [...]

The inspiration for this forum was born out a of discussion at Starbucks. It was the first time I’d met financial planner Kent Thune, and we were discussing our thoughts on the “softer side” or “interior” of financial planning.
Specifically, we were discussing the need to have clients clarify what they mean by “retirement.” [...]