As a relatively new “swim parent,” I have learned a lot about swimming and swim meets in general. For those of you experienced swim parents, you are probably doing a combination of cringing and smiling right now; cringing at all of the early morning practices and smiling at all of the great experiences for both

I write this blog post from Las Vegas—we are here for a few days to celebrate my husband’s birthday.  As a financial planner, I am not a huge gambler.  My normal life is filled with assessing odds, the lurking risks and potential rewards, so it is hard to ignore the fact that Vegas has horrible […]

Unfortunately for me and my family, I recently learned that the Professional Nitpicker does in fact exist and is apparently widely known. While I am tempted to go for the obvious joke and say that I thought that title belonged to my wife, I won’t go there. I am sure the same can be said […]

I recently heard a radio story about Fidelity Investment’s Rule of $2,000.  In an effort to simplify college planning for parents, Fidelity says that in order to determine how much you should have saved currently for your child’s college expenses, multiply your child’s current age by $2,000.  So for  my 11

It may be a bit of a stretch to work in a Blue Oyster Cult reference to the title of this blog post, but I just couldn’t help myself. You’re welcome for putting that song in your head for the rest of the day!   For some reason, it’s the song I think of when […]

For those of you who may not have known, our client service specialist, Gretchen gave birth to a beautiful and healthy baby girl in April!  While Nathan and I are struggling to keep up with all that Gretchen does around Meridian (she does a great job of keeping our office organized and us on track…), […]

First, I hope you all enjoyed your Memorial Day weekends. I will steer clear of Memorial Day as a topic this year, as I am fairly sure that’s what I wrote about last year at this time! This past Friday, I took my second turn volunteering at my kids’ school via the Watch D.O.G.S. program. […]

Like all catchy adages, the annual stock market advice to “Sell in May and Go Away” does have a kernel of truth to it.   A 2015 white paper studied the returns of the stock market over various years from May – October versus November – April and found that on average, the November – April […]

As you all know (or better know!), this past Sunday was Mother’s Day. As always, it served as a reminder how important moms are in all of our lives. As a parent myself, there is an extra level of appreciation for what our parents do for us as children. One of the first things I […]