Financial Planning
“HBR Guide to Designing Your Retirement Toolkit”
by “Harvard Business Review” (October, 2024)
Set yourself up for a successful transition.
Retirement is perhaps the greatest and most deeply personal career transition you'll ever make. Will you switch gears, slow down, or stop work entirely? Within the toolkit, you’ll find:
An Ebook copy of the HBR Guide to Designing Your Retirement.
A handbook to help you use the tools along with the book.
Nine worksheets to support you in navigating retirement, designing your next phase of life, finding purpose, building a personal board of directors, and more.
Four podcast episodes on topics ranging from how retirement changes your identity to planning your post-retirement career.
The Markets
“An Investing Plan for This Year: Doing Less Can Lead to More”
By David Booth, Founder and Chairman, Dimensional Fund Advsiors
January 14, 2025
Principals of Investing
Book Review: “The Four Pillars of Investing” (Second Edition)
By Mark K. Bhasin, CFA