If this isn’t you – who should you share this with? A few years ago, I met with someone who we’ll call Sam. He asked me a very simple question: “Why can’t I ever seem to get ahead financially?” I asked Sam to tell me a bit more about himself. He continued: “I’m a college…
Where will you go when you’re enjoying your 2nd Half? We’ve heard from clients recently who have been to: Hawaii New York Phoenix Their Backyard San Diego Cabo San Lucas Disney Cancun Death Valley Sedona Europe Outer Banks Ecuador RV Travels Washington, DC Shark Swim in Baja …
Imagine there is a bank that credits your account each morning with $86,400. It carries over no balance from day to day. Every evening, it deletes whatever balance you failed to use during the day. What would you do? Draw out every cent, of course! Each of us has such a bank. Its name is…
Since President Trump’s election, the markets have climbed to record heights, partially thanks to investor enthusiasm for Trump’s policies. One of those policies is tax reform. After months of behind-the-scenes talks between the White House and Capitol Hill, Republicans have at last released their plan to update the tax code. Tax law is murky, and…
I don’t think anyone truly knows what to say when a tragedy strikes. The shooting in Las Vegas is a terrible tragedy. What can we say that hasn’t been said before? How can words alone make a difference? It’s also hard to know what to do in times like these, especially when we are very…
Recently, an acquaintance of mine admitted that it was time to start thinking about retirement. “The problem,” he said, “is that I don’t even know where to begin!” I told him that, before doing anything else, he should ask himself … The Six “W” Questions of Retirement Do you remember learning the six “W” questions…
I’d like to tell you a fable that makes a true point. Once upon a time, some eminent scientists developed an interest in the bumblebee. (Let’s make them actual rocket scientists, at NASA.) They hoped the tiny insect held some secrets of flight that could be applied to shuttles re-entering the atmosphere. But the wings…
You’ve probably seen headlines like this over the past few days: Equifax® Says Cyberattack May Have Hit 143 Million Customers1 Credit agency Equifax announced one week ago that it suffered a data breach affecting 143 million U.S. consumers. The announcement prompted me to check if we had been hacked. Our personal responses from Equifax were:…
This September marks a special sort of birthday. It’s the 40th anniversary of the launching of Voyager 1. Voyager 1 is a probe built by NASA, launched on September 5, 1977 to study the outer Solar System. Its primary mission was to study Jupiter, Saturn, and their various moons. Having accomplished this, the probe is…
Whenever a tragedy occurs, it prompts us all to stop and think. We think about why the tragedy happened, and what we can do to prevent it in the future. We think about what we love and value most. We think about what that tragedy says about us, both as Americans and as human beings.…