On the way back to the airport from our recent ski trip, we encountered somewhat unexpected snow on the way down the mountain to the “valley.” That is if you count being one mile above sea-level a valley. My father-in-law was driving a recently purchased Suburban, and doing it quite well. We encountered many

2016 was a tough year for celebrity deaths—between Carrie Fisher, David Bowie, Florence Henderson, and Muhammed Ali, it seemed we lost an icon monthly.  One death that shook the music world was Prince in April 2016, and settling his estate has been a case study for the importance of estate planning. Prince’s lack

As my family and I enjoy a ski trip over President’s Day weekend, risk is frequently on my mind. As an overly-paranoid father, skiing with your young son can be quite stressful, and while I cannot eliminate all risk of injury, there are some precautions that can be taken. The first step is making sure […]

Today is Valentine’s Day—the day we celebrate love and the pursuit of living happily ever after in a loving, long-term relationship.  However, it is tough to find THE ONE—often you have to kiss a lot of frogs to finally meet the perfect match.  In a weird way, finding your financial advisor is a lot like

If you are one of the 111 million people that watched the Super Bowl on Sunday night, you were treated to one of the best comebacks of all time (if not the best). Whether you love or hate the Patriots, Bill Belichik , and/or Tom Brady, you can’t help but admire their accomplishments. In an […]

I just returned from an annual investment conference in Florida—it is one of my favorite to attend, not only because it is oceanside in Florida in January, but also because of the great content and cutting edge investment strategies that are discussed.  This year was no exception—it was a great conference and I

Of all the questions our clients face, this is certainly one of the most perplexing. Timing when to claim social security benefits has a significant and permanent impact on your retirement cash flow. In weighing your decision, consider your health outlook and longevity expectations, whether you plan to continue

Ten days into the new year, and many of us are still trying to make time to put our grand resolutions for 2017 in place. Either many of us have resolved to eat better, exercise more, start a budget, be patient with our children…or some of us are still figuring out what our goals should […]

As the year turns over to 2017, it seems that the “internet” is happy to be saying goodbye to 2016. I am not completely sure the exact reason or reasons why, but the popular sentiment seems to be that 2016 was a “bad year.” I am certain many good things happened to many people, but […]