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2019 Winter Newsletter

Be sure to let the staff know if you would like to be added to our mailing list and receive a copy. Download the digital version by CLICKING HERE. 

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Memories and Meatloaf

Childhood memories consist of many things and for every individual those memories can be very different from one another. Throwing a ball back and forth with your father, reading books with your mother, riding bikes well past dark, and for some, fishing in an old rickety boat at 4:00am with grandpa are such memories that bring so much joy.  Mother’s …

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Don’t Be Normal

Recently, on our Facebook page, we asked the question ‘Do you think saving for retirement is important?’. Based on our responses the answer was a resounding ‘yes.’ The harder question to answer is why then, according to the most recent data, are anywhere from 75-80% of people between ages 40 and 60 totally unprepared for retirement? I believe the answer, …

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The Surprising Stresses of Retirement

We have recently had several clients retire. One of the fascinating aspects of this job is seeing how various people react to retirement. I used to be ignorant in assuming everyone would be excited about retirement. As far as I am concerned, although I absolutely love what I do, I cannot wait to have more time to pursue hobbies and …

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Welcome to 2019 What Matters Most?

My, how time flies! As we imagined 2019 from 30, 40, or 50 years ago we always thought we would see flying cars! Instead, we have drones that annoy us and smartphones that rule our lives. There have been many positive developments over the past 2 or 3 years. We are very happy with the economic results we are seeing, …