Attention Class of 1976

It’s hard to believe that for many in the class of 1976, we will hit the big 65 this year. I'm now entering an entirely new phase of my personal and professional life. And I have already learned that Medicare is the most confusing, convoluted, frustrating, and challenging insurance product I’ve seen in my entire career. I like to think I’m pretty smart when it comes to "all things insurance and investment" - but not anymore! 

Attention Class of 19762023-03-16T12:03:57-05:00

Client Conversations…Q&A

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 [...]

Client Conversations…Q&A2021-07-26T13:38:51-05:00

What Got You Here

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 [...]

What Got You Here2021-07-26T13:40:35-05:00
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