As a financial planner, I know the importance of having a team working with clients. Nothing has a more direct effect on my client’s success than when they coordinate my efforts with those of their other advisors. Financial planning often […]
So you’re going to have or adopt a baby. Congratulations! Parenthood may be one of the most rewarding experiences you’ll ever have. As you prepare for life with your baby, here are a few things you should think about.
Worried about Income in Retirement? Retirement is based on a utopic idea that after working all your life, you can take time off and still get paid. That’s exciting! You can visit family more, travel more and do more of […]
Shadow Divers: The True Adventure of Two Americans Who Risked Everything to Solve One of the Last Mysteries of World War II I just finished a great book that I highly recommend. It details the discovery of a sunken […]
Diversification through Global Investing Let’s Talk About it! It’s almost time for the Olympics, and a perfect time to think about your investments on a global scale.I know that there are many questions about the advantages and challenges of international […]
