Investing in an Election Year
In an election year, clients start to ask us some common questions. What will the election do to the markets? I’m afraid...
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Another 76ers Season in the Books
I’ve casually followed the 76ers for a long time, but it wasn’t until about 5-6 years ago that I really started my deep...
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The “Art” Of Managing Collectibles in Your Financial Plan
When I think about financial planning and retirement income needs, I think stocks, bonds, Social Security, and pensions...
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The Cooperstown Experience
Many people create bucket lists, a series of experiences or events they would identify as “must dos” in their life, or...
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When It Makes Sense to Start Social Security Early
The question of when to begin Social Security is often a tricky one posed to us by clients who aren’t quite sure what is...
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The Never-Ending To-Do List at Home
It’s hard to believe it’ll be two years of owning our house at the end of this month. Time has flown by and the projects...
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Summer Vacation in Florida: The Sequel
If you read my recap from our Florida road trip last year, I mentioned that "we would definitely be back to the Gulf...
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Work Smarter. Not Harder.
There’s a big push by Desiree and I to get my boys working more around the house and property. We want them to help...
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Approaching Finances with a New Partner
Money can be a sensitive and emotional topic. It’s something that is typically viewed as private and only a select few...
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Off to Scotland
It’s hard to believe Michael and I tied the knot almost six months ago! Changing my last name is completed (thankfully!)...
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Pat: From Plastic Bag to Financial Plan
It’s been almost 5 years now since Pat passed away. Anytime I meet a widow, I think about how I met Pat through the most...
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5 Spring Cleaning Ideas for Your Finances
With warmer weather just around the corner (hopefully!), now is the perfect time for spring cleaning. But instead of...
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