Planning For College Pragmatically

Planning For College Pragmatically

Many parents have a goal of encouraging their kids to go to college. The dream of higher education is often a large driver in most parental decisions for their children…

It’s Time to Review Your Personal Umbrella Policy

It’s Time to Review Your Personal Umbrella Policy

Don’t just think, “that will never happen to me.” That’s how one of my new clients recently responded when I asked the amount of her personal umbrella coverage. She sighed and then proceeded to tell me…

Am I Ready to Retire? Finding Your Sweet Spot

Am I Ready to Retire? Finding Your Sweet Spot

If you could trade places with Warren Buffett, would you do it? While you would immediately be worth billions of dollars, you would also be 88 years-old. Perhaps you would consider trading place…

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