Blog

Preparing and Preparation…

The media and the world is telling us to “be prepared.” From wildfires, to storms, from disease to market crashes – there is no better time to have emergency provisions...

March 2, 2020

Americans’ Real ID

Who are you? Whether verbally or in written form - Many of us respond to our given first name, family last name or nickname. Over the years – governments, institutions...

February 25, 2020

Building Trust

The English language is such that for every rule, there is an exception or a way to break the rule and still be understood. Childhood rhymes or mnemonics are created...

February 2, 2020

When-I-Die-File

Sounds morbid, but it’s actually the kindest thing that you can do for your family. The life insurance plan – while useful, will be tough to access initially. The 401k...

January 23, 2020

Hindsight is 20/20

The idiom – Hindsight is 20/20 – originated in the early 1900s as a way to “describe the fact that it is easy for one to be knowledgeable about an...

January 11, 2020

2019 – You will be missed…

How was your holiday period? Did you get a chance to breathe, reflect, and realize the end of the 2019? For some the span of a year can see growth...

December 15, 2019

a DIME a dozen

definition: very common and of no particular value. In 1930, the DIME was valuable. “For 10 cents, kids could spend an afternoon in a movie theater. We could buy a...

December 1, 2019

Good-bye, 2019! Hello, 2020!

As 2019 ends, take time to reflect on your accomplishments, lessons you learned, and the knowledge and skills you acquired. Self-reflection helps build emotional self-awareness that enables you to ask...

November 26, 2019

Financial Advisors 101

Have you wondered if you need a financial advisor? Are you puzzled about the type of financial professional you need to help with investing, financial planning, selecting insurance, repaying debt,...

October 15, 2019

The weird and wonderful world of Insurance Policies

Auto insurance, disability insurance, health insurance, home insurance, life insurance, pet insurance, travel insurance…. The list is endless. The insurance industry was valued at a booming $1.2trillion in 2017, and...