Lesson #23: Backwards Planning Seriously… never be late again! Have you ever found yourself uttering that very phrase, either to yourself or your kids? […]
Pivot into the New Year By now, you’ve likely already set your goals for 2019 and may be well on your way to keeping your commitments, those that will shape you to be a better person hence forth.
The economy: form your own opinion There is certainly a lot of negative news on television and on the internet these days. Notably, regarding the trade […]
October Markets and the “Noise in the System” “America is more divided now than it ever has been.” Have you heard anyone say that? I have. Have you […]
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 […]
Saving for College: Kids, grandkids, and you In 1996 — thanks to Congress — Internal Revenue Code 529, which is also known as a “Qualified Tuition Program,” […]
A Little Help From My Friends I was talking to my friend Gary the other day when — out of the blue — he asked, “Who […]
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 […]
Adopting pets: an investment for the soul 25 years ago, I was just born. No, seriously! I was young and single at the time and living in […]
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,” […]
Is private education right for your family? The time has officially arrived; we are sending our eldest into the world for the first time. Being that she […]
Milestones, purpose, and passion As I drove to work this morning, I was tuned to the Jimmy Buffett channel on satellite radio as he […]
