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
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!