This summer sure felt different than last summer. For many there has been a gradual return to normalcy: a joyful family reunion, a long-postponed vacation or a breath of fresh air without a mask. Yet, as the summer begins to wane we’re reminded how precarious normalcy can be these days. Consid...
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TCI helps clients navigate through all kinds of changes, but retirement is most often the major life transition that causes people to seek us out in the first place. As any client knows, there are countless numbers and scenarios to run through to make sure one is on track to achieve their goal, but ...
How much is enough money? It’s a complicated question, without a doubt, but there are several ways we can approach it. We can address it philosophically in the context of a big picture discussion along the lines of “what is the meaning of life?” or “how do you define happiness?” Then there...
Only six months ago, when the full force of the pandemic hit the U.S., there was an unspoken agreement that we would all learn to cope, cheerfully and creatively, with the drastic changes in our lives. So we cracked open bottle after bottle for happy hours via Zoom. We binge- watched Hulu and Netfli...
How can such a small, three-lettered word elicit such existential confusion, yet be one of the most important questions you ask yourself? That word, of course, is “why.” We’re accustomed to asking others this question, but when was the last time you asked yourself “Why?”...
With Coronavirus cases back on a major upswing here in the U.S. and Arizona in particular, some lessons from behavioral economics swirled back into my memory. Specifically, I’m thinking of the marshmallow test. For those not familiar, this is a test invented by Walter Mischel, a psychology researc...
For most of your life, retirement was probably a fuzzy concept in a faraway future. Sure, you prepared for it by diligently squirreling away money, but aside from that, the precise details of what your life might look like as a retiree got little attention. Now, retirement is here, or maybe it is lo...
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