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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The iPhone 15
Why Elections Don’t Influence Investment Decisions Hard to believe, but it has been more than 17 years since Steve Jobs…
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What Happens if Nothing Happens?
Expiration of the TCJA (aka ‘Trump Era’) Tax Cuts Next Year Starting in 2018, the Tax Cuts and Jobs Act…
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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. …
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Estate Planning for Pets
Marley has been in our family for nearly 7 years. She was our first and only family pet, if you…
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Milestone Ages
Early this month I turned 43. Not a very exciting age, but I’m certainly thankful for good health and another…
