A Financial Checklist by Decade By Drake Richey Money planning isn’t about mastering every decade. It’s about seeing clearly where you are as a finite human being and responding wisely when you can’t see the future. This isn’t a performance review. Rather, it’s an...
Still and Still Moving: Exit Planning, Fear, and the Risk of Feeling Stuck By Drake Richey “Old men ought to be explorers.” T.S. Eliot wrote those words late in life, not as a call to ambition, but as a warning against becoming stuck. The danger, he suggests, is not...
I’ve Got Some Thinking to Do: A Year-End Audit By Drake Richey “Now run away and play with your toys. I’ve got some thinking to do.” —Taylor Caldwell, Bright Flows the River In Taylor Caldwell’s novel Bright Flows the River, a character...
When Giving Makes You Happier: What the Research Means for Your Financial Plan By Drake Richey From a young age, most of us have heard the phrase, “It’s better to give than to receive.” The holiday season calls this maxim to mind more often than other times of the...
The Best Christmas Movie About Money and Grace By Drake Richey In the category of Christmas movies about money, it is impossible to compete with It’s a Wonderful Life. The depiction of the bank run alone nearly stops the conversation. But if we’re going to...
A Framework for Giving When You No Longer Have Income How retirees and business owners can create a sustainable giving strategy after the paycheck stops By Drake Richey This time of year, our inboxes are often flooded with emails about great needs in our communities...
