Adam Simon, partner/wealth management advisor, Succession Wealth Planning

06/25/2026

Here’s what a new Pew Research Center survey of 2,242 working parents found.

06/23/2026

An incredible tale of resilience: On a trip in 2020, Lydia Winkler took a solo flight in a paraplane that turned into an eight-hour rescue operation to save her life. This is her story and what it taught her.

06/18/2026

Microfinance aimed to foster prosperity but stoked hardship for those borrowers who took on debt they couldn’t afford.

06/17/2026

This stuff changes so fast that I would think at the end of the four years everything learned would be outdated. It will be interesting nonetheless. Have a great week!

This degree has recently exploded in popularity as students try to keep up with technology.

06/16/2026

Citi’s Panic/Euphoria Model is off the charts. Wall Street hasn’t felt this good in five years. And investors are taking chances, willing to get burned.

06/15/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

06/11/2026

Over five frantic days, Stuart A. Thompson gambled my family’s life savings on a hunch that A.I. could outperform a real estate agent. He wrote about it in the New York Times.

06/10/2026

I love the behavioral take on this. You're less likely to panic and make an irreversible mistake if you keep your long-term money invested. Have a great week!

Understanding how much cash to hold during your retirement can be a delicate balance.

06/09/2026

David Mills is the new chief executive of the nation’s largest and most problem-ridden power market. His experience as a Navy helicopter crewman should help.

06/04/2026

Self-employment can be a powerful wealth builder, but self-employed entrepreneurs often sleepwalk into a retirement-readiness crisis.