Year-End Gifting | A Triumph of Kindness

Ben Franklin said “In this world nothing can be said to be certain, except death and taxes.” And, while that was some 250-ish years ago, nothing, still, is more certain. So, as year-end approaches, you may want to give some … Continue reading

What’s Your Estate Plan?

My wife and I have a close friend who recently underwent a major heart operation. Like me, he’s in his early 30s and appeared to be in perfect health. Our friend visited a doctor earlier in the year regarding a … Continue reading


I attended a seminar last week where I heard a presentation from Bill Bachrach, a well-known coach and speaker within the financial services industry. During his presentation he said, “Success is the cumulative effect of doing all of the little … Continue reading

You Think You Have More Time

One of the toughest parts of my job as a financial advisor is experiencing the passing of a long-time client.  Comforting a grieving family and helping to guide heirs through the account transfer process that follows is both challenging and … Continue reading