Eat the Eggs, Not the Geese
Spending in retirement can be a slippery slope. Gone are the employer paychecks, replaced (perhaps) by a lump sum...
Read More
You, Me, And Philanthropy
Back in December I did a quick Google search for a non-profit I regularly assist. It led me to “The Online Giving Sunday...
Read More
5 Tips for Long- Term Care Insurance Planning
We are fielding more and more questions about long-term care insurance, which is in line with what studies show as the...
Read More
Make Room for the "New"
I’m a New Year’s baby, so I’ve always looked forward to the holiday. More than just a new calendar year, it marks...
Read More
Santa Makes a List and Checks it Twice, So Should You
Welcome to the holidays, which can be the most expensive time of the year! From thoughtful gifts for grandchildren, to...
Read More
7 Year End Financial Planning Considerations
As we flip the page to December, we often turn our attention to shopping, holiday parties, gift giving and family...
Read More
When In Doubt, Ask Yourself: "Why Am I Invested This Way?"
There are many opportunities to question our investment choices. We probably do this when we review our financial...
Read More
Change, While Sometimes Uncomfortable, Is Inevitable
Change can bring out a lot of our emotions, some at opposite ends of the spectrum. For some, change can be exciting. For...
Read More
The Three-Step Investment Process
Some of your investments will not work, for any number of reasons. The sooner you become OK with that fact, the more...
Read More
Identifying Ineffective Leadership
No one starts and runs a business without a little help along the way. I've gotten a lot of help from people that...
Read More
Alert: Read the Fine Print!
As independent financial advisors, we don’t represent any one firm, strategy or product. So financial service vendors...
Read More
Alert: Read the Fine Print!
Alert: Read the Fine Print! As independent financial advisors, we don’t represent any one firm, strategy or product. So...
Read More
