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. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Friday, September 20, 2019
why work when you can travel, play, sleep in, and ....
Wednesday, July 24, 2019
Financial Planning is About Making Your Life Plan a Reality Many folks who have just begun working with us are surprised by how our planning process starts. We don’t begin by talking about IRAs, 401(k)s, or how much you’re...
Wednesday, April 3, 2019
This was sent to me the other day, and it hit home as I have two kids, and very active in their lives spending hours coaching little league baseball, soccer, basketball or what ever sport they are currently playing. As you read this...
Friday, August 17, 2018
How Will You Practice Your “ART” in Retirement?
A hammock on the beach. Your favorite chair in the living room. Waking up when you feel like it. A blank calendar. Doing what you want when you want....
Wednesday, July 18, 2018
It’s never been easier for adults to continue to learn after completing their formal education. Online universities, TED talks, “master classes,” podcasts, and even curated YouTube playlists put world-class...