“By Trying Not to Lose, You’re Still Losing!” I’m blessed in that my friends and clients are regularly introducing me to their friends for my advice on “all things investment and insurance.” We can all agree there are a lot of conflicting opinions out there about everything regarding money, savings, and retirement. [...]
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Reality Checks & Financial Myths Happy Summer! Hopefully, you are all getting your lives back to normal post COVID. I do not miss the solitude of my personal quarantine. I am enjoying going back to my workout classes. I am enjoying concerts and live music again in Nashville. I am appreciating the [...]
Client Conversations...Q&A Long time, no blog! I hope this finds you well, healthy, and a little more relaxed than this time last year. I really do not have a theme for this post, just some random thoughts that might resonate with each of you. I am now fully vaccinated and have been [...]
I’m Tired of Seeing 20/20! I have not blogged much this year, and I am sorry for that. This is one of the strangest years in my lifetime. Every time I open a word document & start writing, I immediately get stuck, for a lot of reasons. There are so many emotions going [...]
Thoughts During the Quarantine Well, here we are. Quarantined, working from home, or maybe not working, and dealing with something that only Hollywood could have dreamt up. I think I’ve gotten so many emails with QOVID in the subject line, that I just started deleting them. I’ve taken to Facebook to share [...]
What Got You Here... Happy 2020, by the way! We’re finally through the holiday season and are anxiously waiting for the time change to happen. This is my least favorite time of the year, but I’m blessed to continue to be busy serving current clients and all of the referred people that come [...]
Lessons from my Neighbor Happy November…the time change that I so loathe happened the other day & after 2 days of getting dark at 5PM, I’m already over it! 2019 has been a great year for me…am blessed to have lots of new referred clients that have been delightful to work with. [...]
How Secure Is Your Social Security? …and I’m not talking about whether or not you will receive a benefit, nor if the Government will go bankrupt and not pay your benefit. Keep reading as I do have some pretty strong points to make on your personal Social Security planning.In case you either misread [...]