The Second Opinion
Education and Commentary from The Retirement Institute
July 26, 2026
Plan the ending before the loan closes. Improvising one under a collateral call goes badly.
July 26, 2026
Friends offer advice. A room of people doing the same thing offers something advice can't reach.
July 25, 2026
You don't need to have led a remarkable life. You need to have paid attention to an ordinary one.
July 25, 2026
The number on the wall is real. It just isn't available on a Tuesday afternoon.
July 25, 2026
The object isn't the heirloom. The story attached to it is, and the stories are what actually go missing.
July 24, 2026
In-person and online solve different problems. Most people end up wanting both, at different hours.
July 24, 2026
A forty-page trust review is a hard place to learn what the family owns. Have the kitchen-table talk first.
July 23, 2026
Four stages, none of them tidy, and moving backward through them is normal rather than a setback.