Estate Planning

Consumerism Drives Our Economy Dine. Shop. Travel. Spend. This is what drives our economy and increases the value of equity holdings (to over-simplify things a bit). It is also what…

This Is What People Want to Know When it comes to retirement, people want to know the answer. They want to know, “Am I okay?” This is true for most,…

The Trap is the Prioritization of YOU Have you been to a gathering where there is that one person who walks around acting like the smartest person in the room?…

Because What Gets Your Attention… MSNBC, CNBC, Fox Business, CNN and all the others are in the same business. You are led to believe they are in the information business,…

Taking a Breather Is a Natural Part of Life I’ve been a tennis enthusiast over the years, which means I’ve played some from time to time. Yet, I’ve been fascinated…

Where Do You Go for Insights? At the start of my Monday morning workout, I flipped on one of the financial news channels. A wealth manager was a special guest…

What Is to Come… The talking heads in the media like to appear so smart. They talk so confidently about what is going to happen in the market and economy.…

Being Prepared Is Important Are you prepared? When our kids were babies, my wife always left the house prepared. In fact, I often wondered how she seems to be ready…

Your Biggest Expense in Retirement It’s most likely not what you think. It’s not your mortgage. It’s not travel. It’s not gifts to family or charity. Your biggest expense in…

What Happens Next If you are watching the market news… beware. The media headlines are written to grip your attention but not inform sound decision making. What it ultimately does…