Some Thoughtful Gift Ideas for Mother’s Day
Mother’s Day is Sunday, May 11th for those of you that wait till the last minute! It always creeps up on me, and I realize I have not taken the time to figure out what the Moms in my life... Read More →
Can I Pick Your (financial) Brain?
I had a young 401(k) client call this morning. He’s always very polite and cordial and this time was no different. “What’s up?” I asked. His response: “Can I pick your brain for a minute?” So I said pick away!... Read More →
Are Your Adult Kids Asking For Money?
As usual, when I have this conversation with someone, it makes a great idea for my blog! So here are some things to think about when junior has his hand out. Think About Your Financial Goals I’m a parent too.... Read More →
5 Killer Estate Planning Errors
In the 20 years of my career, I’ve seen many very sophisticated people who have made major mistakes with their estate plans. I frequently hear that they have their estate in order. After I do planning, I discover a plethora... Read More →