View Post

Random Acts of Writing Roundup

As the world marches forward at a faster pace, any number of important subjects can pile up, waiting for their day in the Weekly Newsletter sun. And while I’d like to cover …

View Post

Is Your Home An Asset?

Often in discussions of retirement planning, the home comes up as a planning item. After all, a home can represent one of the single largest items of value a person …

View Post

Pool Shoes

Last summer we finally made the family trip to Disney World in Orlando. It’s one of those experiences that has expertly been turned into a ‘do this or you’re a …

View Post

Financial Planner 43551

Experts suggest that one Google oneself from time-to-time in order to ensure the information that’s ‘out there’ is accurate. And because most people who might contact us for planning services …

View Post

OFF THE RECORD

In the 173 Weekly Newsletters I’ve written and shared with you, there have been only a few occasions where I’ve asked for anything from you. I prefer to give rather than receive, …