I'm sad as I write this article. A very close client of mine passed away on Sunday. I got to meet Pat 10 years ago but really got to know Pat after her husband had passed away 9 years ago. She had never balanced a checkbook at that point in her life. She had no… Continue reading Lessons from Losing Pat
I have a business mentor named John Napolitano who frequently talks about “donating [something] to science.” It’s his way of saying that some things just need to be experimented with, to see if/or how they work. It’s also his way of setting the expectation for me that “hey, if this fails, at least you’ll learn… Continue reading Until We Meat Again
Adam and I have been fortunate to meet several new families over the course of the last couple weeks. They found us in many different ways. Two came to us based on a referral from someone working with us already. Another sold a business after 30 years, and now needs to consider what’s next in… Continue reading It’s Time to Find Out If Your Advisor Is a Fiduciary
Age is relative. How we feel from year to year probably depends on a litany of things other than just age, which many would say, “is just a number.” I felt that way again this year as I recently celebrated my 35th birthday. 35 didn’t feel any different than 34, or 30 for that matter.… Continue reading When I’m 64 – Is Age Driving Your Retirement Plan?
Some people are rooted in their current place. It’s the home they’ve lived in their whole lives and it’ll be the one they live in for as long as they are blessed to be on earth. Many of my clients fit this bill and I suspect this will be my parents as well. Some are… Continue reading Finding a Great Place to Retire