How Your Health ACTUALLY Impacts Your Financial Future In our house, health isn’t just something we talk about—it’s something we live. Kristen and I make it a priority […]
Family Values Recently, a group of young advisors at the office asked me to speak to them to “impart the wisdom I […]
Back to School We Go After a summer of blistering heat (at least in Florida), the calendar is somehow turning to August, College Football is […]
Maximize Your Employee Assistance Program to Make 2024 Your Best Year Yet! My mission continues, my friends! If you missed my last post, 2024 Guide to Maximizing Employer Retirement Benefits: Don’t Leave Money […]
Gilda Radner, We Miss You Some months I sat down to write to you and found myself all excited and thinking, “Oh, boy! I’ve got […]
2024 Travel Plans It’s March. How are your travel plans shaping up for this year? If you are like me, uhm, well, I […]
New Year’s Intentions The start of a new year has many making resolutions: losing weight, working out, saving money, or paying off debt. […]
Gotcha Politics For some time now, and more recently to a much larger degree, “gotcha” politics has become popular. Gotcha politics can […]
We’re Debt-Free!!! This is a picture of two people who ate many more meals at home than in restaurants; who gave up […]
Why are things so complicated? I recently read the following quote from Richard Branson: “Complexity is your enemy. Any fool can make something complicated. It […]
Paradigm Shifts from Toasters to Finances The funny internet meme, “I was today years old when….” Is wholly based on the fact that a person was […]
The Latter Reward When it comes to delayed gratification, no matter your age or ability to resist, we have all experienced it […]
