How Life’s Stages Transform What We Prioritize “When you change the way, you look at things, the things you look at change.”- Wayne Dyer This quote hits differently depending on where you are in life. As we move through our twenties, thirties, fifties, and beyond, the...
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“When the Tide Goes Out”: What Warren Buffett Taught Us About Life Insurance and Retirement Planning
Warren Buffett once said, “Only when the tide goes out do you discover who’s been swimming naked.” At first glance, it’s a humorous turn of phrase. But beneath the surface, it’s one of the most powerful financial truths we can learn. In strong economies or during...
Can a Robot Really Do My Job? The Future of Work, Life Insurance, and Pension Planning
By Ramoth Watson Artificial intelligence isn’t coming, it’s already here. From underwriting algorithms to AI-driven customer service, machines are reshaping the way we work, communicate, and make decisions. But the looming question for many professionals is deeply...
Facing the Future: Planning for a Sustainable and Purpose-Filled Retirement
By Ramoth Watson Recently, a company I’ve long admired took a bold and compassionate step. They organized a pre-retirement counseling seminar for 44 of their employees, all within a decade of normal retirement age. It was designed to spark thoughtful conversations,...
When the Mortgage Outlives the Marriage -Part 1
Too many surviving spouses face the unthinkable: not only grieving the loss of a loved one, but also being forced to sell the family home because they can no longer afford the mortgage. It’s a heartbreaking reality, not because they want to move, but because they have...
The Three Pillars of a Fulfilled Life
Timeless Advice from Immanuel Kant for Your Prime Years “Happiness is having something to do, someone to love, and something to hope for.”- Immanuel Kant As I prepare to launch PlanforPurpose.com, I’m reminded of these simple yet profound words from the great German...
