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Month: May 2018

Kids & Sports

Here we are at the time of year when school is almost out and kids are gearing up for an active summer. I know with my two boys, it seems like each year their energy levels just go up and up and my wife and I put them in more and more sports and activities to keep everyone busy.

Health & Wellness

I had a conversation recently that reiterated what I have finally come to accept after 20 years in this business: try as you might, you simply can’t be all things to all people. When I first started my career, I literally locked myself in a windowless room with a phone book, and cold-called about 200 people a day, with hopes of talking to 25-to-40 of them, and that those three-to-five minute conversations would lead to me sending some information and following up with that person.

The Gift of Financial Planning

With commencements either right behind or right in front of you, you may still be considering the perfect gift for that newly minted college graduate in your life.

Important Changes to 529 College Savings Plans

Now that we’ve all survived prom season and all the hoopla that comes with that, soon enough we’ll be in the midst of graduation season, with caps & gowns and parties and first jobs. While the kids are happy to be graduating, all you parents out there will be thinking about the next tuition bill coming due as another kiddo heads off to college.

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