Recently, my father passed away at 94. Considering that his friends were all dead, the church was fairly full. The Legion attended with a military squad. The Navy played “Taps” and conducted a flag ceremony which ended with the presentation
It’s a new year and it’s getting close to tax time. Most of us are busy and ignoring what needs our attention. If you are one of those rushing to the post office with your return on April 15th, that’s
The market is down. There are articles and comments in social media saying it’s going to go down 90%, 40%, 60% in 2016! Who can tell you what the market is going to do tomorrow? No one. Now 300,000+ brokers
My grandmother, Elsie Jenkins, died twenty years ago at the age of 102. She inspired much of what I do today. She was my biggest cheerleader and a woman to be admired. In my mind as a grandchild, she was
Social Security for many people is their only source of retirement income and for most it represents one of their larger retirement assets. The rules have changed! In November, a law was passed that removes two popular social security claiming
It is interesting to me how many people do not enjoy Christmas nor the holidays at this time of year. How is it that a time that is to be celebrated and is advertised to be so happy is sometimes
Do you understand your emotions? My job as a financial planner is to find ways to help you control your emotions and the ensuing self-defeating actions that can negatively impact your financial potential. Let’s list some emotions that can impact
How many times have you heard the phrase, “Can’t see the forest for the trees?” This refers to being so focused on the small details that someone fails to see the larger picture. In my experience, I’ve found that when
In a recent meeting, my clients and I discussed their desire to leave 10% of their estate to charity and the rest to their children. Their financial success is significant, not like you read about in the news, yet charity
How do you find someone who will not waste your time, efforts or money in your quest for financial success? Whatever your biases, I believe it is critical that you find someone who can maximize your potential, time, and money.