Financial Planning

Everyone feels envious from time to time. It’s human nature, especially in this day and age of 24/7 media bombardment and celebrities who are famous for simply being famous. Everywhere we look, there’s someone who has more, bigger, better, stronger, nicer. While I would never advocate for “keeping up with the Joneses,” and despite the fact that envy is one of the seven deadly sins, I do believe that a certain amount of envy can be a good thing.

• June 7, 2018

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.

• May 24, 2018

In client meetings recently, some of you have come in and told us about some lofty or crazy goals. Some of these are, well, a little out there, but most of the time we’ll say, “let’s go!” and start planning. I love hearing the goals our client families set for themselves, and the different ideas people come up with over the years.

• April 19, 2018

Here we are in that time of winter when it’s gray outside, and seems to rain for days on end. Without the Olympics as a distraction, we’d all be suffering from a bad case of cabin fever. For a lot of people, this is when they start really thinking about how their life and their finances are intertwined.

• February 8, 2018