If retirement is really about managing transitions, the most important decision we have to make is what lifestyle will I pursue? People who planned ahead, not just financially, make the transition the easiest and end up the happiest.

An interview with a principle at a San Francisco private equity investing firm helps to explain what exactly these firms do.

The second part of an interview with the principle of a prominent San Francisco-based private equity firm.

Rather than rehash the year or make foolish predictions about next year, Jeff Brown is cutting to the useful stuff that you can use to start out the new year.