The holiday season is my favorite time of the year. I love to cook, spend time with family and friends, watch holiday shows and listen to holiday music. I even love the mall at Christmas time. All of it gets me in the spirit of the season and helps me focus on what’s important in … Continue reading 6 Steps to a Better You
Life throws us curveballs every once in a while. Sometimes, these surprises have a financial impact. Maybe you have been on the receiving end of one of these financial surprises. Or it could be someone you know, a friend or family member. What does a financial curveball look like? It could be an investment that … Continue reading How to come back from a catastrophic financial mistake or bad business decision.
This is the 3rd anniversary of my mother's passing. I wrote the article below shortly after she passed. I still think that the advice and resources I discuss are as important today as they were then. Being an advocate for ourselves sometimes seems like we are being “a pain” or a difficult patient but if … Continue reading Beyond Health Care Costs in Retirement
I love Labor Day weekend. It is the last bit of summer fun before the madness of the school/sports schedules take hold fully. For me, and for most business owners, it is a time for reflection on how the year is going and what changes can we make now in order to make the 4th … Continue reading My Labor Day Rituals
Many people have reached out since my last post about what other books and resources I have used over the years to learn and make progress in my personal and professional life. Here are a few of my favorite books that I've read multiple times over the years and go back to when I need … Continue reading More Book Resources
I recently tweeted about how advisors need to get outside their comfort zone and look to other disciplines to grow as advisors, business owners and people. Advisors have a number of great resources in the profession to grow and I take advantage of them. In order to continue to grow and be truly great we … Continue reading My Summer Reading and Podcast List
It’s been over two weeks since news broke about the computer security hack at Equifax, a credit-reporting firm. The company announced on September 7 that hackers gained access to servers storing sensitive information on over 143 million consumers. The data breach included names, addresses, Social Security numbers, driver’s license numbers and more—everything an identity thief … Continue reading Equifax and your data: What now?
My daughter had her first day of high school today. I have a ton of mixed emotions. I am proud of her and all that she is accomplished. I am excited for her and the future she will begin to set out on. I am also a touch nostalgic and sad. My baby girl is … Continue reading Beyond College Cost Planning – Are Our Kids Ready Emotionally?
As a financial advisor to small business owners and their families I spend a lot of time consulting on retirement plan design, implementation, education, compliance and monitoring. With the new DOL rule (or not so new for some of us who have been fiduciaries for a while) the entire focus has been on fees paid … Continue reading Forget Fees – it’s all about Plan Design for Small Business Retirement Plans
When I drive, I tend to either listen to podcasts or books on tape. It comes from my obsession with learning new things and trying to maximize my time. What better way to pass a long or short drive than learning something that can help my clients or live a better life? The other day, … Continue reading Stop Watching the Financial News