What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. So keep checking in. If you have specific questions, please contact us directly--we'd be happy to address your concerns. We’re glad to have you reading along.
Navigating the investment world today is not a "piece of cake" --- it's tricky – can be very stressful. What will happen next to quickly affect sudden and strong moves in the market indices? Well, there are other issues which...Read More
I hate it when something is stolen from me!! It seems so personal – so demoralizing – so invasive! When one walks into their home and recognizes that vandals have broken in and stolen, there is first a feeling of...Read More
The challenges of Sufficiency in Retirement affect both men and women. However, the issues that women encounter can be much different than men's issues and therefore must be addressed dif-ferently --- AND, from the woman's perspective!...Read More
Par? Hole-in-One? 10 over Par? A day of golf is always an interesting day. Several times a year it is my joy to sponsor a Golf Tourna-ment for some worthy non-profit organizations. I might have 4 to 40 players that enjoy a game on me....Read More
"OH, NO"! "WHAT AM I GOING TO DO NOW?" "I DON'T EVEN KNOW WHERE EVERYTHING IS!" "HE/SHE TOOK CARE OF EVERYTHING – I KNOW NOTHING ABOUT THE DETAILS!" And, the list of sad statements just continues without details lovingly...Read More
You have several options at this point. When you actually "sever service" (leave a job), you need to speak with a professional who not only knows the options, but can counsel you about some of your needs in the near future. You might...Read More
We all probably know at least one person who is helping care for an ailing parent, grandparent, or even sibling. We've seen the toll it takes on them, both emotionally and financially. Yet, nursing homes are still a taboo subject in...Read More