Wealth Comes in Many Forms   Many Gen X and Millennials equate wealth to income level, while others look at the “stuff” you have, like what car you drive or the size of your house, to gauge wealth.   Let us remember that our financial situations are some combination of math and emotions, so wealth means...Read More

Don’t Yuck My Yum   My career and financial planning skills improved exponentially once I had children. I never realized how similar the lessons I try to impart to my children are to the financial lessons I try to guide my clients through.   I often say to my children, “Don’t yuck someone else’s yum.” In...Read More

The Good News…….and The Bad News   The most challenging part about the economy, and the stock market in general, is that much like your high school crush, it keeps sending us mixed signals. When things are going well, there are always signs of impending doom that may or may show up.  On the contrary,...Read More

Vacations Are Expensive   Humans are very similar to the printer in your house, which sometimes decides not to work. The best solution is to unplug the printer and plug it back in. This is what vacation does for most people, a chance to unplug and rejuvenate themselves. There is just one problem with this;...Read More