Random musings about money, markets, and more.
Monday, November 25, 2019
What is Financial Gratitude? Financial gratitude is very personal. For some, it may be the ability to sleep at night knowing that their current obligations are met. For others, it might be the ability to help make the world a better...
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Wednesday, March 6, 2019
There is so much news lately surrounding the impact of student debt. It’s affecting the ability to purchase homes, get married, start (or add to) a family, save for retirement, and more. It’s a hot topic at the Federal...
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Monday, February 25, 2019
Your Financial Advisor: An Anchor in Life’s Windstorms With the high winds swirling about today, it reminds me of “Winne the Pooh and the Blustery Day” which was a popular story when I was a kid. It also reminds me of...
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Tuesday, January 22, 2019
YOU DON’T NEED MONEY TO MAKE A DIFFERENCE I recently attended the funeral of someone I had known for a long time. When it came time for sharing memories, over and over again there was a resonant theme: this gentleman had touched...
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Monday, October 22, 2018
Year End Is Approaching: Financial Management Activities to Consider Now This year flew by. Many of us were just getting around to starting our 2018 New Year’s resolutions and now it is almost time to make them again! There are a...
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Monday, September 10, 2018
5 Ways to Screw Up Your Finances By Not Scheduling an Appointment - Someday never seems to become “today”. If you have been meaning to call a financial advisor, get around to it. Make it happen by marking it on your...
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Thursday, September 6, 2018
Life is challenging enough - why complicate matters when you don’t have to? Here are 5 quick ways you can make financial management easier: Email - Give your financial advisor your email address. Having an email address can...
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