Retirement Reflections | Health, Business & Retirement Strategies,

July 22, 2026July 27, 2026

The Legacy That Matters Most Isn’t Financial

This week, I’ve been thinking about what it means to leave a lasting legacy — more specifically, what remains after the season we call retirement comes to an end.

We often think of legacy in terms of financial assets passed down to the next generation. But what if it’s more than that? What if our lives were lived in such a way that our lasting impact isn’t just money left to children, but enduring attributes like family strength, cultural influence, and a spiritual foundation?

July 15, 2026July 27, 2026

The High-Stakes Retirement Exam

Retiring is a lot like those all‑important school tests — the kind where your score opens (or closes) doors to future opportunities. In many cases, you only get one chance to get things right, and the consequences can last for years.

July 8, 2026July 27, 2026

It Happened

Last Wednesday, I went into work as an SVP and left around 5:30 as a retiree. After a 40‑year career with Bank of America, I officially stepped into the next chapter.

I was the very last person to leave that day. I sent one final email to my manager thanking him for his support, then signed off for the last time. After that, I took a slow walk through the office, just reminiscing.