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

Financial Fear     One of my favorite aspects of my career is the chance to meet and speak to so many different people continually. I often meet people for the first time when they are at the height of their financial fears, and watching those fears slowly fall away through the planning process is incredibly...Read More

Comparison is the Thief of Joy     It finally happened this weekend; the kids asked for social media accounts, specifically Snapchat. I was not ready to have this conversation, but the kids rarely do anything on my schedule.   As I told them in an age-appropriate way the dangers of social media and that...Read More

Don’t Aim, Just Throw   Watching my children play sports brings me an incredible wave of nostalgia every time I set up my folding chair on a sideline somewhere. Growing up, my parents liked sports and signed me up for anything I was interested in, but they also worked a lot, so they couldn’t always make it...Read More

Life is 80% Mental and 40% Physical   I have reached the stage in my life and in parenthood where my children can wake up, get themselves something to eat, and find something to do quietly. I thought this was the beginning of lazy weekend mornings, waking up leisurely, ready to tackle what lay ahead...Read More

May 30, 2023 Perception vs. Reality   As many of us did during this weekend of remembrance, I attended a BBQ with friends and family. A friend of a distant family member made a cake that looked and tasted delicious. Everyone at the gathering ate some of the cake, most of us getting a second...Read More

May 22, 2023 Let’s Talk Politics   This will be one of my first and last blog posts about politics. It isn’t because I don’t enjoy a good debate, but that doesn’t occur in our country anymore. Politics used to be something people discussed; now, politics is something people live. As a result, political beliefs...Read More

May 15, 2023 Mother’s Day and Debt Ceilings    Happy Mother’s Day to all the incredible moms who give the best hugs have magical booboo-fixing kisses, and bring order to the chaos of life. I wouldn’t have been able to achieve half of what I have accomplished without my mother’s support and my wife, Christina....Read More