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Sum It Up In Just A Few Words

Sometimes we overcomplicate things. And by ‘we’ I mean ME. Here’s an example. When we redesigned our website a couple of years ago, I thought it turned out really well. …

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70/100 Vision

I don’t know what a perfect life looks like or a perfect retirement plan either. What I can say is that it would be really fun to plan a life …

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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 …

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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, …