Blog Archive 

September 30, 2019

There is a lot of buzz out there about decluttering and finding joy in your stuff. I fully support people getting rid of stuff and stopping getting new junk to clutter up their homes. I also want to suggest that you get your financial house in order, especially if you...

September 30, 2019

School bells are ringing around the state and parents are cheering as their youngsters go back to class. This also means that kids are one year closer to potentially going to college. Have you done enough to help save for college? With tuition outpacing inflation, it i...

September 4, 2019

Watching one of your children go off to college can bring a mixed bag of emotions. On one hand, you are extremely proud and excited that you have successfully got your child through the gauntlet of high school. The PTA meetings, driving them to sporting events, music l...

June 6, 2019

Lately, I tend to have two types of people coming in. Those who want to storm out of their job and never darken the door of that business again, and those who want to work for ever. As with all financial planning decisions, you should carefully understand the ramificat...

June 6, 2019

You know you have reached a “certain” age when you start getting mail from AARP and dinner invitations for a FREE STEAK DINNER. Generally, these invitations are from investment and insurance advisors but occasionally they come from funeral homes selling pre-paid funera...

June 6, 2019

It seems that on every corner there is a new senior living building being erected. As baby boomers need more assistance while the age is driving this boom. And just like baby boomer changed America’s landscape in the 1960’s and 1970’s, their needs and tastes are changi...

June 6, 2019

We lost an amazing artist last month with the passing of Aretha Franklin. But it was shocking to me that she died without an estate plan or even a basic will. And she had been ill for some time. Many people are reluctant to make estate plans because they don’t want to...

June 6, 2019

There has been a lot of talk in the financial world about the Department of Labor's (DOL) Fiduciary rule. The term fiduciary refers to someone acting in the best interest of someone else. You would expect your lawyer to be working for you and acting in your best intere...

June 6, 2019

I recently returned from a conference where one of the sessions was on cyber fraud. By the end of the session I was curled up in a fetal position sucking my thumb. Is there anything these thieves won’t try? Apparently not. And now that they easy methods of stealing you...

June 6, 2019

I miss Prince. I remember when his song “I’m gonna party like it’s 1999” came out in 1983. I was just starting college and we played it at every party. The year 1999 seemed so far away, I couldn’t even imagine something so far in the future. Fast forward to the actual...

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