Two Financial Updates for 2019

Market Update The US bull market is getting long in the tooth. We have just witnessed a V-shaped partial recovery

Read more

Time for a Financial Physical?

One of the most frequent questions asked by our readers is: “How often should a financial plan be updated?” While

Read more

A Mindset Shift

One of my key questions to new clients focuses on what retirement really means. I have heard a wide variety

Read more

Turning a Deaf Ear to “Shoulda, Coulda, Woulda”

If you’re like me, you’ve likely experienced a sense of regret or disappointment at some time in your life. All

Read more

Crisis and Cures

What exactly constitutes a personal financial crisis? Chief among those crises we have heard about is experiencing an event that

Read more

The Game of Life

When you were a child, did you ever play a popular board game called The Game of Life? It simulates

Read more

Taxes: A New Day Has Dawned, or Has It?

This past year, Halloween was barely over when House Republicans introduced their version of tax reform with the goal of

Read more

How to Resolve 2017 and Move on

What’s the first thing that pops into your mind as you look back on 2017? Was it a good year?

Read more