November 2023
People Are People – Desire
What do we desire and how do we get there? And I know you might be thinking is desire really something that we should be[...]
People Are People – Purpose
What is your purpose and why is it important to everyone? The dictionary defines purpose as the reason for which something exists or is done. [...]
People Are People – Vision
Many people talk about vision and why you need to have a vision. In fact, many people would say that you must have a vision[...]
People Are People – Belonging
This week I want to talk about belonging. I say frequently that being part of my group “feeds my soul”. Several times this year I[...]
People Are People – Culture
Recently my firm of 25 years (Sunwest Pensions) merged with July Business Services. My response to this transaction has been very favorable with my friends[...]
September 2023
SECURE 2.0 – Self Correction of retirement plans
My final post relating to Secure 2.0 is about the expansion of what can be self-corrected in retirement plans. What we are talking about when[...]