Planning

Rumors of My Retirement (I’m Not Retired)

Rumors of My Retirement (I'm Not Retired!) OCTOBER 2022 To Paraphrase Mark Twain… ”...reports of my retirement have been greatly exaggerated." This May, I wrote a blog entitled The Times they are a Changing as quite a bit was taking place in my professional life. There were three bullet points. The first [...]

Rumors of My Retirement (I’m Not Retired)2022-10-10T13:58:56-05:00

Seven Things to Do NOW

Seven Things to Do NOW August, 2022 I’ve always thought that the saying, “May you live in interesting times” was a blessing or a compliment. However, Wikipedia sees it differently, saying that in actuality it’s a translation of a traditional “Chinese curse” said with irony or sarcasm. Who knew? Without having a [...]

Seven Things to Do NOW2022-08-15T15:18:37-05:00

By Trying Not to Lose, You’re Still Losing!

“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. [...]

By Trying Not to Lose, You’re Still Losing!2021-10-19T09:29:04-05:00
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