Estate Planning

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…

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…

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…

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…

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…