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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My Best Friend
Beyond the Boat: What Is Your Lifestyle Going to Be Like in Each Stage of Retirement?
As you get ready to retire, you’re probably looking forward to enjoying newfound freedom. In retirement, you won’t have to punch in every day or drive to work in miserable…
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Beyond the Boat: What Is Your Lifestyle Going to Be Like in Each Stage of Retirement?
Taxes, Your Accountant, and Your CPA
Ben Franklin famously said, “In this world, nothing can be said to be certain, except death and taxes.” With tax day right around the corner on April 15, there are…
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Taxes, Your Accountant, and Your CPA
What Green Beer Can Teach You About Your Retirement
Sometimes, we try something and end up loving it. Other times, we try something only to confirm that it leaves a bitter taste in our mouth. Alcohol is the latter…
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What Green Beer Can Teach You About Your Retirement
Communication and Commitment
Valentine’s Day is a special day for me, especially, because it marks the day I proposed to my wife. Although I didn’t propose until I was in my 30s, I…
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Communication and Commitment
Family and Finances
During the last week of December, I sit down to compare my life now to my life a year ago. I look at my investments and examine the good, the…
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Family and Finances
The Moments We Share
The most important thing in my life is my family. I treasure every moment we spend together. Ever since we first got married, my wife and I have made a…
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The Moments We Share
Living by Design, Choosing Your Future
I became a parent to an 8-year-old in 1989. I didn’t know a lot about parenting, but it soon became clear to me that money is one of the most…
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Living by Design, Choosing Your Future