Recent Posts
Selecting a Financial Advisor
Selecting a Financial Advisor If you’re on this website, there’s a good chance you are looking for someone to help you with a financial question
How to Trust: Considerations for Revocable Living Trusts
How to Trust: Considerations for Revocable Living Trusts Lots of things are verbs these days. Adult used to be a noun, but now Adulting
Divide and Conquer – How to Create an Electronic Envelope System
Have you ever felt that no matter how hard you try, sticking to a budget is like trying to hold water in your hands? Do
Military Topics
Financial Planning
Why I Serve Veterans and Federal Employees
Just as you wouldn’t want a plumber wiring the electricity in your new home, you don’t want just anybody guiding you in your financial life.
Helping Your Parents Transition To Long-Term Care
In the fall of 2022, my mother had a mini-stroke. It was a wake-up call for my siblings and me when we realized she couldn’t
End-Of-Year Planning Checklist
If you’re like me, you’re probably thinking how can it be December? Where did 2022 go? Before we turn the page to 2023, there could
5 Estate Plan Documents Everyone Needs
Five Estate Plan Documents Everyone Needs As a financial advisor, I often talk with clients about their need for an estate plan. Far too often,
10 Financial Opportunities and Challenges Dual Military Couples Experience
When both members of a couple serve in the military, they share a greater understanding of the mission and life demands that come with putting
I Learned Everything I Needed to Know about Investing in Kindergarten
Investing Lessons from Childhood I had one of those “Aha!” moments recently. You know – the ones where you figure something out after a really