June 9, 2021 The day trader on the beach I was able to enjoy a few days at the beach last week as the kids finished up finals the Friday before. Weather was good, food was great, and we had a blast. We usually hit the beach later in the afternoon to avoid the blistering…

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Tuesday, May 18th, 2021 A Secure Upload Portal Over the last few months, we’ve met with more clients than ever who have told me that their number one concern is the future of taxes. Most people are of the opinion that taxes have nowhere to go but up. I am of the same opinion. There…

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Tuesday, May 4th, 2021 An uptick in your spending, hopefully   In almost every client review meeting I ask a very simple question, how is cash flow? I’m really just trying to get a sense of inflows versus outflows because that’s very important in retirement. Over the last year, most people have told me that…

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  A few weeks ago I had a review meeting with a relatively new client and I thought it would be appropriate to share a little bit about their journey to retirement. He and his wife made the decision to retire about a year ago. It was not an easy decision for either of them.…

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Taxes- The Greatest Threat To Your Retirement Tuesday, April 6th, 2021 I’ve always said there are 3 major threats to a retirement today. A long term care event,  a severe, sustained market crash, and increasing taxes. In light of everything that has happened with the virus relief and governmental spending habits, I think taxes has…

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There is so much information available to us on the internet. We live in a world where massive amounts of information on virtually any topic is at our fingertips 24/7. With all that is available, it can lead to information overload and downright confusion. I can’t tell you the number of times someone wanted to talk…

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Tuesday March 9th, 2021 What’s the Best Investment Strategy One of the things I am frequently asked is, “What’s the best investment strategy?” It’s sort of a trick question, but I always answer the same…there is no best strategy. What works for you may not work for someone else. I also remind people that there…

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Tuesday February 23, 2021 The Greatest Generation A couple of weeks ago, I had the privilege of meeting with 91 year old man who needed some financial guidance. One of his family members brought him to the office to discuss his situation. He really just wanted to talk about his options for a few CD’s…

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Tuesday February 9th, 2021 Excellence Personified   Early on, I wasn’t really a fan. It was probably because I was more of a Peyton Manning fan. I didn’t particularly like the Patriots either. However, over time, I learned to appreciate Tom Brady more. Brady had 6 Super Bowl wins going into Sunday’s game. He brought…

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