When surfing the web on your laptop, your browser has a “refresh” button, in case you want to ensure you’re seeing the most up-to-date version of whatever you’re viewing. When we were redesigning our website last year, I used that function a lot! I wish I could provide America with a refresh button, to revisit how we collectively view retirement. Too many investors are still conducting their financial planning in...

In the past few weeks, I’ve dedicated our SAGE blog to four streams of consciousness that combine to serve as the undercurrent, or the “life” portion, of financial LIFE planning: Gratitude Meditation Spending time with your tribe Giving I’ve intentionally saved Giving as the best for last. If you want happiness for an hour — take a nap. If you want happiness for a day — go fishing. If you want happiness for a year — inherit a...

Have you caught this two-minute YouTube video that’s been making its way around the social media channels lately, “Cat-Friend vs. Dog-Friend”? Be forewarned, it’s edgy. Huffington Post describes it as “tastefully offensive,” a combination I’m still pondering. Either way, last I checked, it’s nearing a billion hits, and counting. Besides offering a laugh, it provides a lead-in to this week’s discussion on the importance of spending time with friends and family....

If you ask me, I don’t think it’s coincidence that “meditation” and “medication” are but one consonant apart. As introduced in my last post, academic research indicates that a few minutes of daily meditation yields countless physical and emotional benefits … without any of the usual fine-print, like: “Do not drive or operate heavy machinery after taking meditation.” Once the purview of those who sprinkled their conversations with “groovy” and smelled...

At SAGE Advisory Group (now SAGEbroadview Financial Planning effective 1/1/2014), among our key messages on our website home page and in our practice is: Financial planning is about resolving life’s complexities – not expanding on them. It’s one reason we call it Financial LIFE Planning. Those who know me, know that I experienced my own challenging life lesson when my family and I were in a serious car accident in 2008....