New Year, New Resolutions?!
Resolutions, really? I know, I hesitate to even bring them up. But it is a new year, and we’ll certainly…
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2025 – A Quarter Century of Returns
With the start of a new year, we are closing out a quarter century which saw some of the worst…
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Social Security Scam Alert
On March 7, 2024, Social Security held their “National Slam the Scam Day.” It’s clear that if Social Security feels…
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Tracking Down Missing Life Insurance
Did you know that according to the National Association of Insurance Commissioners (NAIC), millions of dollars in life insurance benefits…
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Asset Protection – For Everyone
Asset protection is a fancy way to talk about risk management, which is another fancy word related to insurance. Maybe…
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Give Me Some Good News
I was once on a flight from Nashville to Denver. It was a cloudy day—dark, dreary, with a little rain….
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I Love Financial Markets: Love Letter #3
We’ve likely all experienced a local farmer’s market. These are lovely places where sellers of delicious, locally grown food come…
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I Love Insurance: Love Letter #2
I know, it’s a nerdy thing to say and surely, I could think of more interesting loves, but I’m not…
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I Love Financial Planning: Love Letters #1
With Valentine’s Day squarely in the middle of this month. I’m writing about the things I love about my work. …
