Who Needs Muscles?
My mom recently shared a video with me from a series titled, Rebuilding Mum & Dad. You can easily find…
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The Hidden Cost of Three Social Security Mistakes.
Don’t leave money on the table: three mistakes—claiming too early, ignoring spousal/survivor strategies, and not accounting for taxes or the…
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What’s Your Vision?
An often-quoted passage from the Bible is Proverbs 29:18 which says, “Where there is no vision, the people perish.” Certainly,…
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Big Beautiful Bill.
This summer, Congress passed the “One Big Beautiful Bill” (often shortened to OBBBA). The bill was certainly big, they all…
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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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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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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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Milestone Ages
Early this month I turned 43. Not a very exciting age, but I’m certainly thankful for good health and another…
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What I Learned About the Power of Vision from the Biltmore Estate
The Biltmore Estate in Asheville, North Carolina is America’s Largest Home and was first opened to family and friends on…
