I hope everyone had a great 2022, and it ended with a very peaceful & memorable holiday season. Over the holidays, I had plenty of down time here at home and in my home office. Regarding the home office, the purchase of a newer, better paper shredder was in order and it was definitely put to use. Years ago, Brian Tracy, an amazing professional speaker who I have seen multiple times, gave me “The Four D Rule.” What are the “Four D’s” you ask? Simple...
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 [...]
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 [...]
The Times They Are a-Changin' Happy Spring! I am loving the longer days, warmer weather, trees and plants coming alive again, and getting back out on the golf course with my friends. There’s a lot to unpack in this blog, and as the title says, things are changing in my world. Here are [...]
Random Thoughts for the New Year...Worth the Read! Greetings and welcome to the new year! For the record, I cannot stand wintry weather nor it getting dark around 4:30 to 5:00 p.m. Thank goodness for Orange Theory, as I’ve become somewhat of an addict; their workouts 3 to 4 days per week have [...]
“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. [...]
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 [...]
What's Your End Game? Today is officially the first day of Spring. Hallelujah! Couple of things going on in my head these days…first of all, I wish the weather would make up its mind as to what it’s going to do…so does my yard! Secondly, I’ve been regularly staring at my own mortality…way [...]
