You’ve probably heard something along the lines of “If you want to get along with others, don’t talk about politics or religion.” For most people, a third topic could be […]

It’s officially “spooky season,” but there are scarier things than goblins, ghouls, and vampires. As a financial advisor, one of the truly frightening things I encounter is people in tough […]

The great news is, people (in general) are living longer, healthier lives. The bad news is, those long lives require a good deal of long-term planning, and many of us […]

No one likes to think about their own mortality. That goes against all the advice books on happiness that tell us to “live in the moment” or “don’t worry about […]

Market forecasters predicted that the past few years were going to be a catastrophe, and they were wrong. If you had listened to the doom-and-gloom forecasters at the beginning of […]

It happens more often than you might think. A couple will sit down with me to discuss their retirement goals and dreams…and they’ll realize that their visions are very different. […]

The semester is relatively new, and college students are easing back into their classes and life as usual. With so much on a typical student’s plate—studying, attending classes, extracurriculars, socializing—it […]