What matters  

The spotlight continues to shine brightly on increasing prices.  From big ticket purchases like a home to everyday shopping at the grocery store, stuff costs more.  What we need to recognize is that it will take time for the data to arrive to illustrate prices are in...

Inflate – what?

Seriously, take a deep breath and relax, inflation is not as scary as it sounds….IF you have a plan.  Every media outlet and newsfeed I see today seems to be sounding the alarm on rising costs.  That’s what inflation is, the same stuff we purchased yesterday that now...

Apples

Our family has a tradition of going apple picking each October. It is a wonderful time to get outdoors, walk the orchard, and taste all the different varieties. The bushel we quickly fill is more than enough to eat, bake, and share with friends and neighbors. Apples,...

Then & now…

Imagine updating your financial plan in January, April, or December of 2020.  How might the plan outputs at various dates have impacted your behavior and financial choices?  What other life decisions may positively influence your approach to planning? January 2020: ...

12 months ago…

I left my previous firm of 23 years.  It was a huge move to make, one that required an exhaustive amount of planning, timing, and frankly some luck.  Driving this move was my beliefs, vision, and passion to serve clients in a manner that did not require product quotas...