Steve

So here we are. 2020 is behind us, a definitely forgettable year for most. 2021 has arrived and most people are in post holiday exhaustion…

We are a few days away from that special day of the year everyone looks to for spending time with family and friends, sharing special…

As we approach the end of the year, a year most of us would rather forget, it may be an opportunity to sit down and…

I often have people who tell me how it is unfair that some people have money and some don’t. In this case, I am speaking…

I had a phone call last week from a client who informed me that they had been diagnosed with cancer. Fortunately, at this point, it…

In my over 30 years in the financial service world, I have seen it all when it comes to mistakes in managing our money. Have…

I can hardly believe October has arrived. I’m still in summer mode having just returned from two weeks away. Its hard to turn to the…

Our last six months has re-affirmed our belief that everyone should have a financial life plan. As a fundamental part of our virtual business transformation…

Times are changing. So is the demographic of the typical Financial Life Planning client. We have an emerging client. The young professional. There was a…

Alright, our Covid summer is over and children are returning to school in various capacities. We all have our fingers crossed that we are seeing…