Wealth and Wisdom: Week of September 21, 2026
We’re heading into a time of year when the weather gets crisp – and often, so does our thinking. It’s a time to reset, regroup, and refocus on getting things done before another year ends.
I spend the better part of my time reading and researching the ideas that have helped our clients succeed over the years – literally dozens of articles white papers, and research articles every day. Each week, I cherry-pick the ones I feel are most worthy of your time and share them with you in Wealth and Wisdom. I hope this is a useful resource for you – and thank you for making us part of your week.
Systematically reinvesting stock dividends can help you compound wealth – but what if that isn’t your goal? (Reading time: 4 minutes)
Bumping up what you save for retirement out of each paycheck will likely mean a nicer retirement – and there’s another less-known benefit as well. (Reading time: 5 minutes)
There’s something on this list for all ages – and unlike those dinner seminars, they won’t try to sell you something for dessert. (Reading time: 3 minutes)
Naming beneficiaries and keeping them updated not only assure your retirement accounts go where you want them to – it can also simplify your estate. (Reading time: 3 minutes)
Why some late-career job seekers feel “invisible” when it comes to getting rehired – and how to protect your finances if it happens to you. (Reading time: 5 minutes)
Normally, claiming Social Security benefits is an irreversible decision – but under some limited circumstances, you can change your mind. (Reading time: 3 minutes)
Being overly frugal may lead to decision paralysis and keep you from enjoying the financial success you’ve earned. (Reading time: 7 minutes)
Keep everything as simple and repeatable as possible – and put decisions on auto-pilot where it makes sense. (Reading time: 3 minutes)
Most people spend their health savings accounts right away – giving up the benefits of long-term, tax-free compounding. (Reading time: 4 minutes)
Relocating once you retire can be a liberating experience. Here are 9 tips for clearing the clutter before you move. (Reading time: 8 minutes)
Words to the Wise
“Paying attention to the simple little things that most men neglect makes a few men rich.”
– Henry Ford
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