Estate Planning

magine there are 100 miles between you and a goal. A place you want to get to. But the land in between is chock full of canyons, crevasses, and crumbling…

Markets are doing their thing again, so let’s discuss.Markets tumbled, heading into negative territory, and then bounced back. And then promptly fell again. 1We’re caught in a whipsaw pattern of uncertainty.Is…

For centuries there were families that hung in the balance awaiting the king to choose which heir would be the successor. All too often the choice of successor was whispered…

What’s some good news from your life?It doesn’t have to be big news. Have you had a really good meal with loved ones?Celebrated a milestone?Read a really good book?I ask…

Sci-fi book series and movies franchises have always remained popular. According to story lines like the ones featured in The Hunger Games and Divergent series, one day we’ll all be…

I want to share a quote with you from Desmond Tutu: “Language is very powerful. Language does not just describe reality. Language creates the reality it describes.” It got me…

Let’s talk about what’s going on in markets and the economy after the recent bank failures. Quick recap: Over the last few weeks, several banks have collapsed under the pressure…

Is it 2008 all over again? Should we be worried about the financial system collapsing?Deep breath. Let’s discuss.On March 10th, Silicon Valley Bank (SVB), a bank catering to startups closed…

Were you surprised by your tax bill? (A lot of folks were, unfortunately.)Did you know that you don’t always have to file jointly with your spouse? (And there are some…

Are You Protected?   Do you have confidence in your retirement plan? That it can weather any economic conditions? Click the link to the left as I share some thoughts…