Start your charitable giving journey At the outset of my marriage, my wife and I were approached by one of my friends who, at the […]
A Millennial’s guide to wealth transfer and preservation It’s Spring… time for renewed growth, weddings, babies, and more importantly: Spring Break! I have heard and read so much […]
Why Asset Titling Is Important Asset titling is of the utmost importance for you and your family – but you might be asking why. Can […]
Long Term Care Insurance: Assessing Cost and Needs Have you had an elderly family member who has entered a nursing home or assisted living facility? Or possibly a […]
Don’t be tempted to put off investment planning Ahhhh… Fall is in the air. Well, really, it’s not. It’s almost the holidays and we are still sweltering. Maybe […]
Annuities: 2 Most Frequently Asked Questions I’ve noticed over the years — with many clients throughout my career — that there are many concerns among investors […]
Income is your greatest asset: protect it My daughter recently asked me — during bath time, of all times: “How is your work like a doctor?” This […]
Inheritance: Pennies from Heaven, or Climate Change? “Some people see pennies from heaven, while others see climate change.” – Taken from the one panel comic strip “Rubes,” […]
Freedom and Finance Let’s get back to matters of personal finance after our whimsical journeys the last month or two, shall we? I […]
Are you properly diversified? Generationally, that is Recently, I performed our National Anthem as part of a brass ensemble. The event was a golf tournament organized by […]
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 […]
Crossing milestones and investing with your heart in life | December 2017 The year two thousand and seventeen was one of milestones for me. I turned 60…and 250. Two hundred and fifty […]
