Health-Your Most Valuable Asset.
I’ll never forget a conversation I had with some younger clients several years ago now. They had plans to retire…
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Who are your Beneficiaries?
One of the simplest yet most overlooked parts of financial planning is keeping beneficiary designations current. These instructions—attached to IRAs,…
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Home Title Fraud?! What to Do?
Many clients have asked me about home or real estate title fraud. This is a criminal act where someone illegally…
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Estate Planning 2.0
I recently gave a talk to the local Parkinson’s support group, such wonderful people. During the talk, we reviewed a…
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Companies, Not Stocks
You may have heard me in conversations and review meetings refer to ownership in “companies”, where you expected me to…
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Market Forecasting and Moving to Florida
No, I’m not moving to Florida, but my wife would sure like to have a place there in the winter….
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Bucket Lists
You may recall the 2007 movie, The Bucket List, which starred Jack Nicholson and Morgan Freeman. The plot of the…
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Brain Health and Managing Stress
Reflecting on the first half of 2025, you have likely felt – in one way or another – the stress…
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Catch Me If You Can
In the 2002 movie Catch Me If You Can, Leonardo DiCaprio played Frank Abagnale, Jr. who before the age of…
