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    Financial Planning (4)

    Owning Your Agenda

    You may have noticed, many of my musings start with ownership of a major sports team. That’s because the world of competitive sports offers excellent examples of the common themes we encounter in our work. Indulge me and imagine you're the owner of a major sports team, and picture that this asset, this team that you own, will ultimately provide for your livelihood as you get older. This organization generates your revenue stream for retirement. How this organization performs is a leading indicator of what your retirement will look like.

    If You Can’t Stand the Heat…

    I thought I’d start out with a couple of definitions. I know these are common words, but it’s...

    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...

    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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