Five Financial Ways to Say, "I Love You"
There are countless ways to say “I Love You” and some of them involve money and gifts. But the topic of money is...
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6 Ways to Safeguard Personally Identifiable Information (PII)
Identity theft is very real. And our digital lives make it easier than ever to be hacked. Think about your week. How...
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Eat the Eggs, Not the Geese
Spending in retirement can be a slippery slope. Gone are the employer paychecks, replaced (perhaps) by a lump sum...
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You, Me, And Philanthropy
Back in December I did a quick Google search for a non-profit I regularly assist. It led me to “The Online Giving Sunday...
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5 Tips for Long- Term Care Insurance Planning
We are fielding more and more questions about long-term care insurance, which is in line with what studies show as the...
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Make Room for the "New"
I’m a New Year’s baby, so I’ve always looked forward to the holiday. More than just a new calendar year, it marks...
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Santa Makes a List and Checks it Twice, So Should You
Welcome to the holidays, which can be the most expensive time of the year! From thoughtful gifts for grandchildren, to...
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7 Year End Financial Planning Considerations
As we flip the page to December, we often turn our attention to shopping, holiday parties, gift giving and family...
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When In Doubt, Ask Yourself: "Why Am I Invested This Way?"
There are many opportunities to question our investment choices. We probably do this when we review our financial...
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Change, While Sometimes Uncomfortable, Is Inevitable
Change can bring out a lot of our emotions, some at opposite ends of the spectrum. For some, change can be exciting. For...
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The Three-Step Investment Process
Some of your investments will not work, for any number of reasons. The sooner you become OK with that fact, the more...
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Identifying Ineffective Leadership
No one starts and runs a business without a little help along the way. I've gotten a lot of help from people that...
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