September 22nd is the last day of summer, with fall quickly approaching. School is back in session (virtually, as my 3 kids log-in from home), Monday night football is back (no fans in the stands), and open enrollment for...
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The stage is set…it is Trump/Pence vs Biden/Harris. And just in case 2020 has not been eventful enough, let’s add Kanye West to the mix. So much has happened politically and economically in 2020, that it only makes sense...
The title of today’s blog is in thanks to the many great sayings of Yogi Berra. Major League Baseball threw out its first pitch four months late, after a long delay of finding a roadmap to return safely with...
I am a first-time parent to a now 9-month-old daughter. It has been an incredible experience, and for the first time, I understand what parents meant when they said, “trust me when you have kids, you will understand.” I...
You may think that if you want to increase your financial well-being, the time spent on financial data, like Morning Star ratings and “expert” advice from major financial news outlets, is more effective than the practice of mindfully utilizing...
Wellness and the B-Word: Where to begin your financial wellness journey. Wellness seems to be an all-encompassing buzz word (buzz is not the B-word I’ll be referencing later). We often think about our body, mind, and spirit and how...
One Shot at a Time: Increasing the odds of achieving your goals. One shot at a time, you hear golfers talk about this all the time. It seems like no matter what question a reporter poses to Tiger Woods,...
Show Me The Money: Two Rules For Your Retirement Nest Egg There are two rules that we talk about with every prospect and client when investing and starting a financial plan. First rule, don’t lose the money. Second rule,...
Although the CARES Act’s $2 trillion allocation to the economy has been compared to President Obama’s 2009 American Recovery and Reinvestment Act, the more recent measure should be thought of as a relief effort, rather than economic stimulus. CARES is...
Are you dreaming of retirement, or currently in retirement and dreaming of a new chapter in life? Once a year everyone should take the time to review and update their financial plan. In addition to your financial needs, it’s...