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
My daughter is a competitive swimmer. When I’m not helping clients, I spend the majority of my time “Ubering” her around to practice and meets. Meets are usually an all weekend event. Swimming is a demanding sport from a time, dedication, and physical perspective. She loves it – most of the time. Lately, it’s been … Continue reading The Power of Grinding It Out
My mother would have been 70 today. 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 you don’t … Continue reading Missing My Mom and Health Care Decisions
According to the most CNBC - Delaware ranks 40th best place to do business in the country. Not exactly a great grade and if my memory serves correctly, this state has been in a downtrend for quite sometime (to use a stock term). Delaware has been searching for the next Financial Services Act (that Pete … Continue reading Delaware Drops to 40
Hello and welcome to the new site! This is going to be my primary blogging space moving forward. I plan to cover a wide variety of topics - financial planning and investments, fitness and lifestyle, cool leisure activities or anything that I think will help my clients, friends, colleagues and readers live a better life. … Continue reading Welcome to the New Blog Site!