April 10, 2020

Coronavirus Relief Programs

We must remain in constant study to ensure we are taking advantage of all opportunities available in client's plans. That's one of the things I like most about the job. There is always something new to learn. The Coronavirus has been particul...

March 27, 2020

Muhammad Ali said, "Service to others is the rent you pay for your room here on earth." I’m a strong believer in this idea.

This week brought some troubling realities. I personally know of businesses who could have continued to serve their customers, but instead chose t...

December 2, 2018

Seth Godin and Carl Richards are my two brilliant “digital mentors.” 

If you are unfamiliar, Seth is considered to be a modern-day marketing God, but he is so much more. His daily blog provides insights that are invaluable in all areas of a business owner’s (and really...

September 17, 2018

Hurricane Florence: The Storm of a Lifetime That Wasn't. A juxtaposition of the national reporting and the week on the ground in Charleston, SC

Were all going to die! Everybody run for your lives! That was the message a full week ahead of hurricane Florence's potential...

January 23, 2018

It dawns on me that life is best viewed as an opportunity for continuous improvement. Some of us have fatrther to go than others.

January 9, 2018

I have long since given up trying to overcome feelings with facts. Everyone’s feelings are different. It is difficult for me in good conscience to stand by and watch someone pay more than they have to for the value they receive, but if the perceived intangible value is...

December 29, 2017

People don't value things that they receive easily or with little effort. Free things they value least because they have invested nothing to get them.

In order for someone to appropriately value and truly appreciate something, they need to have gone through the cycle of...

December 29, 2017

If your advisor's value proposition has anything to do with their ability to pick stocks or "beat the market," that is a relationship that you may want to re-evaluate.

December 26, 2017

General Impression

The most popular question I have been getting lately from client's, friends and acquaintances at Holiday parties is, "What do I think of the new tax law." The first thing that comes to mind is how powerful a force popular media remains in entering ite...

November 21, 2017

The Actual Reality of Old Age; A rebuttal to “The New Reality of Old Age” From The Washington Post September 29th 2017

A frequent article I see under various titles is the woeful state of the American retiree. If you didn’t have a chance to read the latest from the Wash...

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