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!
Financial advisors do a lot of great work on behalf of clients. We help you plan for retirement, give recommendations on how to save for large expenses such as college tuition, and help you allocate your portfolios. The best advisors focus both on helping you manage these financial tasks and understanding how it can help … Continue reading The Most Important Investment You Can Make is in Yourself
I love to learn about new things and strive to get better at what I do every day for my clients. So here is a quick compilation of some of the books I have recently read, and podcasts that I frequently listen to and rely on for both business and pleasure. Books I’ve Read Recently Grit … Continue reading The Books and Podcasts That Have Helped Me Live a Better Life
This blog is going to be a little window into the process I go through every year. I hope it helps you appreciate the good that happened in 2016 and helps you make 2017 your best year yet. Step 1: What Am I Grateful for? I am always grateful for the love of my family … Continue reading 6 Steps to a Better You in 2017