Category Archives for Newspaper
“Engineer” your financial future
We just returned from celebrating my nephew’s college graduation. We had three generations together for several days of festivities. My sister and her husband beamed as their son walked to the platform
Continue reading3 Retirement Myths and How to Escape Them
3 Retirement Myths and How to Escape Them
Continue readingThree S’s of True Wealth
With physical fitness, there are three elements to valuable exercise. Strengthen – build muscle tone; stretch – develop flexibility; and stamina –endurance for the long-haul. Here
Continue readingThe “F” Word
As a consumer of financial advice and products in a variety of forms, from savings to brokerage accounts; from mortgages to insurances, you should think that professionals in the field have your best
Continue readingDon’t Commoditize Happiness!
As we embrace 2017, we have set goals, resolutions of intentions for change. The tradition of looking forward into the new year with resolve dates back to 153 B.C. January is named after Janus, a god
Continue readingEmbrace Your Inner Bag Lady
It doesn’t matter what her net worth is. Even if she has a million dollars sitting in the bank, there is a disheveled old lady, pushing a cart of her belongings lurking in the shadows of her future
Continue readingWealth Transfer Versus Estate Planning
When you think of estate planning, what comes to mind? Discussions or documents? Attitudes or attorneys? Discernment or death? Conversations or control? Timely transitions or tax efficiencies?
Continue readingWho Do We Trust?
The financial industry is fraught with stories of non-assuming individuals being taken advantage of by wolves in sheep’s clothing. There are also numerous professionals doing incredible work to help
Continue readingThe Paradox of Financial Freedom
As we drove from Arusha, Tanzania towards our safari in the Serengeti, I was struck by the number of partially built, concrete block structures that dotted the roadside. Some looked like homes, whereas
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