Despite our dreams, we are unlikely to win a big lottery and only a relatively small group will cash in on the sale of a business, but we are in the midst of the largest wealth transfer in history as many baby boomers will receive inheritances from their hard working, successful and savings...

Veterans Day and Memorial Day have always been very important in my family.  Veterans Day was always very important because my father was a Navy Veteran and he was ALIVE to celebrate.  Veteran’s Day at our home was as important as Thanksgiving.  That is what we were, thankful that my father had made...

So what would you do with an extra $10,000 or $20,000?  Ok, you'd pay off some debt, get rid of some college loans, or take an extra vacation. But, what if you suddenly had an extra million or $10 million or more?  Coming into a windfall that large gives you some issues to deal with.  Whether it is...

Many, if not most of us, have an estate plan filed away right next to the fancy insurance policy binders. Check that task off, right? Wrong, some of these estate plans are years old. With your estate plan successfully implemented, one final but critical step remains: carrying out a periodic review...

We all have had the personal experience or know someone who said, “I can’t believe we have been in this job for x number of years.” Between my last year in the Air Force and graduate school I moved seven times in three years. So I did not think I would ever be one of those people to utter that...

Goals have been on my mind lately:  fitness goals, personal goals, and goals our clients have.  Let me start with a number --  500,062 popped up on my online rowing Log Book recently and I was immediately reminded of a goal I set a couple of years ago.  That goal was to reach 1 million meters of...