Own only the things you must own to be able to use.
It’s hard to balance lifestyle in three dimensions, but easier if you know you should.
Emotion can sell insurance. Reasoning can help clients buy and keep what they need.
Examining the context where businesses operate can give you insight into ones to avoid and ones to choose.
Old ways work, but they’re conditional on their context. We have not seen this context before.
You do not need to play all-or-nothing games with your retirement money.
Organize before you start choosing methods. “Organizing is something you do before you do something so that when you do it, it is not all mixed up.” A.A. Milne
Financial planning is easier than you think when you get the steps right.
Assume nothing. Planning is easy in prospect, but hard to implement.
No plan works without motivation. Knowing why overcomes random actions and confused purpose.