How Useful Is Your Passport In 2026 For The Best Global Mobility?
- Forbes
A passport is more than just a travel document—it's a marker of your rights and place in the world. The Global Passport Index 2026 rates the best ten, and America isn't in.
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I help clients turn their lifetime of savings into a dependable income stream. Together, we’ll create a clear plan that minimizes taxes and aligns your investments, Social Security, pensions, and other assets to support your lifestyle throughout retirement.
I am committed to "teeing" you up for success by offering expert advice, encouragement, and logistical help.
"Caddying people through the back nine of their lives by providing guidance, support, and friendships during the later years of life's journey."
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Premium content - with a focus on transitioning into retirement - licensed from the world’s most respected publishers including Forbes, The Wall Street Journal, Bloomberg, The New York Times, and more.
Airlines are redesigning travel around their highest-paying passengers
- The Associated Press
They may arrive at the same destination, but two passengers on the same flight can have strikingly different travel experiences.
Other Transfer Strategies and Considerations
- Broadridge Content
In addition to selling your business outright or gifting your business to your heirs, there are other strategies and options that you can use to transfer your business to your heirs. These options include transferring your business into a grantor retained trust, selling your business through an installment sale, or recapitalizing the equity structure of the company and retaining an interest. You should consult your attorney to determine the benefits and drawbacks of each of these options, as these will differ depending on the circumstances of your particular business and your own personal circumstances.
Businesses Are Stuck in an Efficiency Illusion — Here’s Why More Decks Don’t Mean Better Decisions
- Entrepreneur Magazine
In an AI-accelerated workplace where output is increasingly easy to generate, real professional value comes from judgment, restraint and clarity. Here's why professionals must move beyond volume-based execution and learn to deliver the strategic conviction leaders actually trust.
US Death Rate Hit a Record Low in 2025, Report Says
- Bloomberg
The US death rate declined in 2025 to the lowest level in recorded history, with improvements seen across nearly every demographic category. Here are the charts.
Why the Dollar's Decline Is Reshaping Global Portfolio Construction
- Forbes
Investors should diversify away from purely dollar-denominated assets, considering options like unhedged international equities, commodities, or foreign-currency bonds to recalibrate their portfolios for this new regime.
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