Spring: A Season to Prep, Plan and Plot
The first weekend in March marked the 13-year anniversary in our current home. Luckily, the weather was pre-spring perfect, so I celebrated by...
Apr 5, 2022
How We Work
Time, Goals and Dreams
Lately, I’ve been reflecting about time and how it seems to fly by. It’s been one year since my son was born! June also marks the time I look at...
Punxsutawney Phil and your Financial Planner
Today marks Groundhog Day, the only day of the year where we relinquish our meteorological forecasting to a precocious rodent. Punxsutawney Phil,...
Are Your Resolutions Looking a Little Different this Year?
We spend a lot of time talking to clients about their upcoming goals for the short, medium, and long term. Many involve some financial aspect:...
Keep Your Eyes on the Goal
As we head into the Fall season immersed in continued challenges with COVID-19, many of us are experiencing periodic fatigue from...
Relevant? Yes. Natural? No.
A look at the similarities between social distancing and investing As we have all learned, social distancing can be effective in avoiding the...