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October 24, 2018
by Joe Casey State Street Global Advisors recently released their 2018 Global Retirement Reality Report titled The Happiness Formula. The survey is macro-focused and the formula consists of three factors – Trust in the Savings Systems, Ownership of Retirement Role and (financial) Preparedness. Of eight countries, the US scored highest in Ownership and Preparedness and second in Trust, far behind Sweden. The Netherlands scored the lowest in two of the three categories and the UK was in the bottom three in two of the categories. From the US perspective, it was interesting to see the gap between these two questions: […]
September 30, 2018
By Joe Casey Different things can prompt you to ponder the question of whether or not to become an entrepreneur in the mid-to-late stages of a corporate career. An acquisition. A restructuring. An early-retirement buyout offer. A new boss who wants his or her own people. Have You Seen This Movie Too Many Times? There’s a cyclical nature to life in the corporate world that can be akin to the movie Groundhog Day. It’s easy to feel like you’ve seen all of this before. A commute doesn’t help – it’s only fun the first 500 times. Do you ever find yourself wondering Is […]
September 4, 2018
By Joe Casey It’s Back to School season. In our home, our youngest daughter began her junior year in college last week. Our son is starting his junior year of high school this week. It’s a time of transition. The return of the backpacks. How about you? Are you headed back to school? People tend to scoff at that question. Following considerable laughter, I usually hear “I finished school a long time ago.” or “I’m retired. I’m too old for that” or “I could never do that”. You’ve Updated Your Software – How About Your Mindset? Look past the laughter and you’ll see […]
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