Oct 11, 2018Turning the Page: Dealing with DeathRegrettably, 2018 has been marred with too many client deaths. And just recently, Michelle lost her father much too soon. As we age,...
Jul 13, 2018Crowded OutIn the interest of full disclosure, I must admit to having a part time investment strategist on staff. She doesn’t (yet) realize it but...
May 18, 2018Over the Limit: Charging Forward Toward Better CreditI got my first credit card in college. The promoters were even kind enough to throw in a smedium t-shirt. Parents weren’t too keen on...