The Life Insurance Conversation Most Families Avoid and Why It’s Worth Having By Drake Richey There is a moment, usually sometime in midlife, when you realize that the adults who once seemed permanent — one of your friends, your parents, grandparents, the...
Looking Back, Looking Forward By Jamie Bush In my junior year at Boston College, I signed a contract that took me into a world I was completely unprepared for, except that I liked people. Over the next 49 years, my career as an insurance broker blessed me beyond...
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...
