I know that it’s a little difficult to look at 2020 with a “glass half full” mentality, but sometimes that’s the only way I could keep my sanity. Really, when I
The pandemic has had a long-term ripple effect on just about everyone in the world. From job loss to losing loved ones, it might be years before we know the
As a lifelong weight watcher, I advocate for budgeting using tracking systems. They help you self-correct and eliminate unnecessary spending, proactively.
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With the cold of winter, many people are thinking about SnowBirding in their retirement. What is SnowBirding? It’s migrating south for the cold winter months
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Friedrich Nietzsche said “for a tree to become tall it must grow tough roots among the rocks.” This global pandemic that we are in the middle of is certainly a
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Government contractors face additional retirement challenges when compared to their Federal Employee counterparts. Contractors have no pension, have to plan for
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“You have to plan to live”. This is a direct quote from a client of mine this week. She is part of what I think of as the new sandwich generation. As
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Your last name doesn’t need to be Rockefeller to have a charitable giving plan. Charitable giving means different things to different people. Some of my
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DaVinci famously said “simplicity is the ultimate sophistication”. Yet, it is not uncommon for me to encounter an investor who has multiple accounts with
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I’ve read that 80% of Americans don’t balance their checkbooks on a regular basis. If you are in that 80%, how do you create a budget that will work for your
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Believe it or not, it is not uncommon for a client to come to me and tell me that they feel like they have too much cash on hand in their bank account and don’t
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Thanks to our friend Google, we have an amazing amount of information at our fingertips at any moment of the day. So, do you really need to work with a
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