Our world moves at a frenetic pace. Even with all of the changes and restrictions brought on by COVID, life is still packed with duties, decisions, transactions, and transitions. We complete one item, only to immediately address the next thing up. How do we isolate...

We are at our best when we are in healthy relationship with one another. Practically speaking, our network of relationships impacts our lives in a myriad of ways: Finding the right doctor, getting that new job, landing a key referral, meeting a significant other –...

Day Four is all about the future and financial planning!  This is an opportunity to not only talk about dreams and goals for life, but also to discuss a huge issue that younger generations today are often accused of not understanding:  Delayed Gratification.  It is...

Day T1 ree and we are turning our attention to investing.  In particular, what are the different kinds of common investments, how do they differ, and why should someone want to purchase them? 

Welcome to day two of our Financial Basics information.  Today, we are taking on a subject t1 at is crucial to financial success - budgeting.  Sadly, in all areas of life and among people of all ages and economic standings, I am always amazed at how many people do...

Welcome to an opportunity to bond with your children and to teach them some valuable lessons they may not learn in our traditional education system.  The goal is not to turn them into financial experts or to cover every detail of the various concepts covered.  The...

Twenty years ago, when I was new to working in the world of wealth management, I started working with two wonderful new (married) clients—James and Sue.  James was a well-respected engineer for a large, well-respected organization and Sue had stopped working outside...