takeaway:
bat e s no t es
Michael Kitces ’00
2000 Reunion 2020, June 12–14 class secretary Cynthia Macht Link cynthiafriedalink@gmail.com class co-presidents Jennifer Glassman Jacobs jenniferellenjacobs@gmail.com Megan Shelley mhshelley@aol.com Jonathan Adler and partner Jonathan Lewis welcomed a daughter, Zoe Hannah Adler-Lewis, in May 2015. Miles is almost 3. Jon was promoted to associate professor at Olin College of Engineering....The Mail Tribune caught up with Rick Brown, executive director and head coach of the Ashland (Ore.) Rowing Club. A varsity crew member at Bates, he’s been coaching crew since graduation and recently started the Ashland job. Talking about coaching 10 members of a local book club, Rick said, “It’s been years since I coached adult beginners, and I forgot how much I enjoyed that.”...Kate Haesche Thomson lives in the Philly burbs with Mark ’03, Julia (5), and Grace (2). She took a break from her advertising career and is now consulting, trying to figure out this whole parenting thing, and (in what you might call a career 180) supporting clients as a DONA-certified birth doula.... Tracy Lyford Armstrong and Nick welcomed their second daughter, Rayna Joy, on June 1, 2015. She joins Mya (4)....Forgan McIntosh was named senior vice president-commercial and corporate development at JP Energy in Irving, Texas....Matt Schlobohm, executive director of the Maine AFL-CIO, told the Press Herald he favored a federal proposal to expand worker eligibility for overtime pay. “It would be a tremendously positive rule change for workers and for Maine’s economy.”...MaineBiz profiled Ben Shaw, CEO of Vets First Choice, an online pharmacy and prescription-management company for veterinarians and their pet-owner clients. He’s built a $45 million company in just five years. “The founding of Vets First Choice would be one of my proud moments,” Ben said. “We defied a lot of odds out of the gate.”
2001 Reunion 2016, June 10–12 class secretary Noah Petro npetro@gmail.com class co-presidents Jodi Winterton Cobb jodimcobb@gmail.com Kate Hagstrom Lepore khlepore@gmail.com
Katie Archambault Gaertner and Will Gaertner Jr. welcomed Frederick Louis Gaertner II on June 17, 2015. Freddy’s maternal grandmother is Laura Bowers Archambault ’73; his paternal great-grandfather is Philip Louis Archambault ’40....Dan Snow joined John R. Wood Properties in Florida as a licensed sales associate in its Old Naples office.
MICHAEL KITCES VIA BLOOMBERG BUSINESS
gram....Bethany Sallinen Gaffka and John welcomed a son, Zane Gaffka, on May 13, 2015.
2002 Reunion 2017, June 9–11 class secretary Stephanie L. Eby steph.eby@gmail.com co-class presidents Jay Surdukowski surdukowski@sulloway.com Drew G. Weymouth weymouthd@gmail.com Andrew Lakin, who has held sommelier and beverage management positions at notable restaurants, talked about his career with BoozeMenus, a guide to cocktails and nightlife in New York City. He has always “loved the excitement and energy of a restaurant. The pretty waitresses, the loud and angry cooks, the difficult guests — it all just appealed to me.”...Jen Strahle welcomed a second daughter, Ellery, in March 2015. She now works at Washington Univ. as a pediatric neurosurgeon. “We are enjoying St. Louis so far!”...The Boston Globe named lawyer and political activist Jay Surdukowski one of New Hampshire’s “most desirable endorsements for Democrats seeking the presidency.” He endorsed Martin O’Malley.
media outlet: Bloomberg Business
headline:
Watch an elite financial adviser hack his own retirementt
date:
July 8, 2015
takeaway: Waging war against ‘lifestyle creep’
2003 Reunion 2018, June 8–10 class co-presidents Kirstin Boehm-McCarthy kirstincboehm@gmail.com Melissa Wilcox Yanagi melissa.yanagi@staples.com
“Get the good beer if you go out — don’t get the bad beer,” says David Weliver ’03, an expert on millennials and money, on the balance between frugality and enjoying life.
Starting with a retirement savings goal is going at it backwards, Michael Kitces ’00 tells Bloomberg Business. “I start from a spending lifestyle first.” Sure, he could “drive a hot new car, work out in a high-end gym, and relax in a sprawling house....He just doesn’t want it.” Sure, he could “drive a hot new car, work out in a high-end gym, and relax in a sprawling house," writes reporter Suzanne Woolley. "He just doesn’t want it.” Kitces, who is a “financial-planning brand,” Woolley notes, one that includes a blog that attracts 100,000 unique visitors a month, studiously avoids “lifestyle creep”: spending more as your income rises and never really getting ahead in saving for retirement
Johie Farrar Seltzer was appointed interim director of admission at Bates. She joined Bates Admission in 2005 as an interviewer and reader....El Adelantado de Segovia caught up with Taiki Kubota, coordinator of the IE University Mentorship Program in Segovia, Spain. A Japanese Colombian who grew up in Colombia and Spain, he returned to Spain where his family lives.
Spring 2016
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