I’ve been in financial services for over 30 years. When you do something for that long the patterns emerge and you see why things are the way they are. I’ve had the privilege of getting to know hundreds of successful
We know what contradictions are, but what are financial contradictions? They are thoughts, feelings and actions regarding your investments and financial plans in the short-term that oppose what you set out to achieve with the same investments and strategies over
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
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
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
The other day, my five year old granddaughter and I planted a tree. One of the day’s most important lessons was that it is okay to get dirty. She wondered when we were done if we got to wash our
It’s interesting that as life goes on, I watch myself get old. Today at 60, many things have changed. Cars are faster and more efficient, people are busier, communication is immediate, and we are much more casual in how we
I was talking to a young man this afternoon about doing a job for my wife and me. He is probably the hardest working person I’ve ever been around – smart, caring, and just a nice young man. He did
We left Europe or other places to have independence, to have the ability to stand up for freedom to have the ability to work hard and stretch for success always with the risk of failure. But that is what made