Here we go, it’s New Year’s resolution time again. Sigh. You want to make resolutions, but you’re afraid to fall short…again. Can I make a suggestion? Pick one. I’ve seen …
The Magic and Mystery Of Relationships
Have you ever had a friend move away, a close co-worker leave the company, or a child head off to college? Of course you have, it’s a common experience to …
Cheap Gas, Cheap Oil, What’s Not To Love?
In 2007, I was concerned…very concerned. While trying to understand what was beginning to happen in the markets and the economy, I was on a research tear. Anything I could …
Investing: Spilled Milk and Controlling the Controllable
As a dad to five girls, I have unending opportunities for life lessons. One of those lessons I’m stubborn to adopt is the fact that I can’t fix it all, …
The Man [and Woman] In The Arena
The calendar marches on, relentlessly, toward the end of another year. As you’re checking another Thanksgiving off the list, Christmas preparations are now without obstacle. Before we know it, the …
End Of Year Tax Moves
Albert Einstein once quipped, “The hardest thing to understand in the world is the income tax.” Whether he meant the tax code or the purpose of the tax itself, I’m …
Special Update – Big Changes Coming To Social Security
We all suspected something needed to change to get Social Security back on track. As a result of recent swift action in Congress, we’re now seeing a move toward a …
Back to the Basics: Required Minimum Distributions (RMD)
Required Minimum Distribution Rules Have Changed.Since original publication of this article, RMDs have been updated.Please Follow This Link To See The Updated RulesSee the Updated Rules for RMDsNobody said the …
We’ve Moved (just a little)
You may already be aware that we recently moved our office. Now that it’s over, I can say that it’s a great feeling to be in the right place, for …
The Plan Or the Planning Process?
Early this year, we began focusing intently on creating complete and comprehensive Financial Blueprints for our new clients. While we’ve always done financial planning before choosing investments and financial product …
