I’ve started blocking focus time on my calendar and protecting it like a meeting. It felt awkward at first, but it’s helping. What’s one small productivity habit that actually works for you?

Question for advisors: A client passes away. The account is relatively small, and there’s a good chance the surviving spouse will move the assets elsewhere. From a practice-management standpoint, there may be little economic incentive to spend money on flowers, memorial donations, etc. Do you send flowers, make a donation, send a handwritten card, call the family, or simply handle the paperwork professionally? Where do you draw the line between being a business owner and being a human being?

I am 63 years old and have 30 years of Collections management experience working in banks . I currently have an individual contributor role job making $110,000 per year . Our office is only 5 people. I report to the owner . I've been here 3 years. I recently received a job offer of $110,000 for a Collections Manager for a Debt Collection law firm. They have a 401K plan but no match. My current job is very low stress , casual dress, and a very easy job. Is this new job worth the move ?

Currently booking summer travel for the family, and it hit me… my parents would’ve never been able to afford vacations like this growing up. It made me wonder: when was the moment you realized, ‘Wow… I finally made it’?

How many of your PTO days do you typically take?