Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Thursday, October 1, 2020

Rarely does a week ago by that we don’t have someone ask, “Which option should I take with my pension?” or “How can I get the most out of my 401(k)?” Recently, Kristin and I met with a retired woman who...

Thursday, September 24, 2020

A family that I met with seemed to be very concerned about their retirement future. As we discussed their financial situation, I discovered that they had done a wonderful job of preparing for retirement, saving more than $1 million....

Thursday, September 3, 2020

We’ve heard the stories about the architect whose house plans are never completed or the attorney with no estate plan. Those of us who manage our own businesses often get tied up in the day-to-day activities and miss the big...