featured image

The benefits and gifts of giving

“Giving” as a concept means giving something of yourself to others. This can be both financial and non-financial. Whether measured in dollars or minutes, giving this gift to others can benefit you over time! Charitable giving Helping clients maintain, grow and pass on assets to their heirs and charities is a big part of my […]

Read More
featured image

Why I was wrong about millennials

As a financial advisor, retirement planning conversations are common. I recently attended a different type of retirement event, and it was eye-opening to me. It was a ceremony to retire American Flags that were worn, faded, torn or soiled. I was invited by the local American Legion to attend, and to play “To The Colors” […]

Read More