The Other Two-Thirds

When we sit down with a client and help them plan for the future, we consider several things like taxes, investments, income, future long-term care needs, and more. But once…

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My Number is Black 17!

When I go to the casino, it’s by invitation only, usually for a birthday or some other celebration. Otherwise, it’s not somewhere I usually go.  Do I gamble when I…

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My Best Friend

2020, without a doubt, was a very unusual year. It wasn’t unusual just because of COVID-19 or the election, but something very unusual that stemmed from our clients. One of…

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