The Midlife's

When I tell people I’m a financial planner, one of the more common follow up questions I get is . . .What does a financial planner actually do? Fair question! Over the next few months, I’m going to introduce you to 4...
Read MoreWhen I tell people I’m a financial planner, one of the more common follow up questions I get is . . .What does a financial planner actually do? Fair question! Over the next few months, I’m going to introduce you to 4...
Read MoreWhat’s the best life insurance to buy? Ask that in a room full of financial advisors, grab some popcorn and enjoy the show. To boil that down further start with the question, “Should I own permanent or term?”...
Read MoreJunk drawers, we all have them and it doesn’t matter what stage of life you’re in: “Honey, have you seen the toe nail clippers?” CHECK THE JUNK DRAWER! “Where is the extra deck of cards for...
Read MoreAs we roll through February a large number of individuals are starting their first job. They sit down with their Office Manager or Head of HR, get a huge packet of stuff to sign and head on their way. Often, buried in that packet are...
Read MoreAs we enter the end of January many folks are just getting around to opening their 4th quarter statements. In most of those cases I wouldn’t expect smiles on many faces. The 4th quarter of 2018 saw what was once an S&P 500 in...
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