Estate Planning
Experience Freedom
Freedom Most people say they want freedom. Freedom to… do what they want, when they want, with whom they want, and contribute where they want. But all too often that…
Read MoreNew Year… Opportunities
New Opportunities The New Year can bring new opportunities… if you’re looking for them. Do you ever wonder why some people find deals while others don’t? There is always that guy…
Read MoreGrand Opening
Grand Opening Now that the first people are getting the vaccine, it feels like we are on the verge of a Grand Opening of our economy. It is especially exciting…
Read MoreSeasonal Deals
Deal Shopping As I strolled the streets of The Avalon this weekend with my daughter, I was surprised by the few Sale signs I saw in the storefront windows. I…
Read MoreTis the Season
It Has Finally Arrived The recurring stories in the media are mostly negative about the economy, virus, election, politics, north vs. south, republican vs. democrat, and everything in between. Where…
Read MoreThanksgiving Anew
This Week & Always The Thanksgiving holiday kicked off this last weekend with my wife’s parents coming to town. We started with a three-generation golf outing, where my son figured…
Read MoreLong-term vs. Short-term
“I Want It Now!” The Christmas lights at the entrance of my neighborhood ushered in the Christmas season the day after Halloween. This also means that the season of delayed…
Read MoreQuality Time
What did you do this weekend? After a date night with my wife on Friday night, the good times kept rolling on Saturday morning with a day-date with my daughter,…
Read MoreMy Vote
There were so many predictions in November 2016 about what would happen to the markets if there was a Trump win. There were national papers warning of a global recession.…
Read MoreWhat Are You Paying For?
“How much did it cost?” is a question I often get asked. The better question is, “Did you get what you paid for?” The first question doesn’t distinguish quality. The…
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