Archive for the ‘Future Planning’ Category

The art and science of aging well by Thomas Verny

April 8, 2025

There is widespread apprehension that as we age, we lose our hearing, sight and balance. We lose our independence and are confined to spend our “golden years” in a long-term care facility. Not an enticing prospect. There is no denying that like the soles of the shoes we wear daily, the cells in our bodies […]

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“Everyday Dharma” by Suneel Gupta

April 1, 2025

“Everyday Dharma” by Suneel Gupta teaches that fulfillment comes not from chasing success but from aligning daily actions with a deeper sense of purpose. Dharma isn’t about achieving more—it’s about living in a way that feels meaningful and joyful. Gupta outlines eight practices to help integrate dharma into work and life, including setting intentions, embracing struggle, […]

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Reading List: Ego is the Enemy by Ryan Harris

February 3, 2025

“Ego is the Enemy by Ryan Harris”  is an amazing book that changed the way I think about how I can control my reaction to external events.  These days we have lots of “external events” whether it is a change to the Capital Gains Inclusion Rate or a 3 year old clogging a toilet with […]

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Reading List: The Psychology of Money, by Morgan Housel

August 12, 2022

A great read on the fundamentals of money management: spend less than you make start saving early look for set and forget investments (and then actually set and forget them) I’ll reach out to Morgan to see if wants help with the follow up book, The Psychology of Insurance

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