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The Gift of Time

Over the last year, I’ve come to realize that of all the things we value on earth, time is perhaps more valuable than any of us realized. I know at times during 2020 it seemed like time either dragged out indefinitely, or just plain tortured us as we navigated the unknown. Now, well, it’s a good thing we’re still here, and have a little more time to enjoy life.

Giving Money is About More than the Money

One joy I have been given over two decades as a financial planner is seeing how people choose to bless their loved ones. In the financial world, the gift of love often means helping grandkids with college costs, leaving an estate to future generations, an alma mater, favorite charity or church.

Love on a Budget

This got me wondering what some of my creative employees were planning to do with their loved ones this weekend, and what they’d do if they had $100 to spend, and I wanted to share some of their ideas here.

GameStop: What Was That?!

So, what is a short, you’re wondering? A short is when a share of stock is sold with the intention of buying it back at a cheaper price. It’s akin to selling your house to someone who’ll pay full market value because you think it’s overvalued, and you planning to buy it back after the market plunges.

What to Expect, What to Open

Before we close out the first month of 2021, I wanted to take the time to go over a few logistical reminders, and cover a few things about what to expect when working with our team. We’ve made a few staff updates and additions, and I also want to remind you which mailers require your attention and which ones are less urgent.

Our Take on the Economic Outlook

Well, we have a new president! And given that this is day two, I’m assuming the world hasn’t ended, and that you’re not about to sell everything off and go into hiding (please, don’t!).

Your First Financial Goals: How Far Have You Come?

Do you remember the first goals you set when working with our team?

New Year, New Goals?

Believe it or not, we are done with 2020, and for those of you who don’t know, I celebrated in style by marrying my best friend on New Year’s Eve. (There might be a couple of photos on social media, if you missed it!) After our two-day honeymoon, we went back to our separate homes until our new house is ready, with plenty of room all five boys. (Yes, five!)

The Most Important Life Skill

This week, we’re continuing our thoughts on communication and how recent events have changed – for better or worse – how we communicate with each other.

Communication in the Time of Covid

As we start to wrap up 2020 (thank goodness!) and get ready for 2021, we’re bringing you a two-part series on communication. We hope you enjoy it.

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