Lessons from Losing Pat
I'm sad as I write this article. A very close client of mine passed away on Sunday. I got to meet Pat 10 years ago but...
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It's Time to Find Out If Your Advisor Is a Fiduciary
Adam and I have been fortunate to meet several new families over the course of the last couple weeks. They found us in...
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Until We Meat Again
I have a business mentor named John Napolitano who frequently talks about “donating [something] to science.” It’s his...
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When I’m 64 – Is Age Driving Your Retirement Plan?
Age is relative. How we feel from year to year probably depends on a litany of things other than just age, which many...
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Finding a Great Place to Retire
Some people are rooted in their current place. It’s the home they’ve lived in their whole lives and it’ll be the one...
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We're Going on a Bear Hunt
My kids love to read and sing songs. One of our favorites is “We’re Going On a Bear Hunt,” a 1989 children’s picture...
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The Solo Journey After the Loss of a Spouse
The aftermath of a loved one’s death is an extremely difficult period. The grief journey takes time. In my short 12-year...
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Starting the Planning Process Over Again: Marriage and Divorce
The marriage and divorce statistics make money issues between partners more complicated today than they have ever been...
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R.I.P. Tia
My parents had to make the very difficult decision to put the family dog to rest last week, a week that should be...
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Another Racing Season in the Rearview
By Adam Werner, Wealth Manager Assistant As many of you may know, I am a competitive drag racer at Maple Grove Raceway...
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A Financial Planning Checklist For A Change in Jobs
It’s rare for someone to work their whole career with one company anymore. So one way or another, they will go through a...
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Your Retirement "Transition" Plan in 5 Steps
Do any of the following describe you? You’ve worked at the same job with the same company for 25+ years. You aren’t...
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