April Fools…
If 40 days ago – you turned on the TV or read the news which told you the world was in quarantine and curfew status, you may have called a...
Read More...March 31, 2020
March 13, 2020
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...
Read More...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...
Read More...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...
Read More...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...
Read More...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...
Read More...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...
Read More...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...
Read More...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...
Read More...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,...
Read More...