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    Financial Planning (4)

    Which Side Are You Protecting?

    On the MLB network I watched a sports documentary about Cal Ripken Jr. For those of you who aren’t baseball fans, Cal Ripken Jr. is a Hall of Fame shortstop who played his entire career for the Baltimore Orioles. He exhibited a number of Hall-of-Fame-worthy statistics, one of which was being one of only 32 players in the history of the game to accumulate over 3,000 hits in his career (3184 to be exact). You could argue that the 3000 Hit Club alone earns your place in the highest echelon of baseball greatness. That, however, is a feat that has been and will be repeated again. There is a completely different streak that Ripken is much better known for, one that any baseball expert worth his or her salt would tell you that there isn’t a snowball’s chance of being repeated…ever. You see, from 1982–1998, Cal Ripken Jr. played in 2,632 consecutive games. Let me say that again…every single game, for sixteen full seasons.

    Financial Planning: Budgeting During the Holidays (and After)

    On any given year, the holidays are stressful. But for 2020? That’s cranking it to 11. Beyond the...

    Health & Wealth: Healthcare Planning & Open Enrollment Season

    A lot has happened this year, so it’s easy to miss that healthcare open enrollment season is upon...

    Business Ethics in the Wealth Management Industry

    In any industry, business ethics need to be a critical part of both the ethos and the contractual...

    What to Do If You're a Victim of Fraud

    Financial planning and wealth management is more than investments and managing funds, it’s also...

    Why You Need to Continue Your Financial Plan During COVID-19

    Things right now seem crazy: this pandemic has had ripples across all parts of our lives. Panic...

    3 Reasons Wealth Management Is About Much More Than Retirement

    What if I told you to stop thinking about a retirement date when considering your personal...

    PLEASE, just tell me the truth!

    The other day, a friend told me about a relative who had suffered from a heart attack and had to be...
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