What’s on our mind? You can read about it in my blog.
Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. Keep checking in, I'm glad to have you reading along.
As I talk with families around the country, I have observed some have an aversion to insurance discussions and a bias towards investments and returns. However, that is now changing as we are all faced with health risks from the current...Read More
Try this out! Interestingly it says I am going to live into my late 90's. It forces one to think about financially readiness in "retirement." Given the state of social security funding, an increasing government deficit, longer-term tax...Read More
As Benjamin Franklin once said, “If you fail to plan, you are planning to fail.” Financial planning does not only include formalizing goals and having a growth or savings approach to fund the goals. Great planning has to have a...Read More
“The financial services business in the midst of great disruption and the traditional financial advisors will have to work harder to provide value”; words from a good friend of mine. He was referring specifically to the recent rise of...Read More
It seems almost everyone has an opinion on the merits of the typical college saving strategies, or lack thereof. In many cases, these opinions are formulated on some erroneous assumptions of the regulations behind these instruments.For...Read More
Take a moment to consider your most valuable asset. For most, a home will come to mind because it tends to be a large, long-term investment. This line of thinking is short sighted. Isn't the income source that allows for the material...Read More