I'm not going to make ANY changes

A few weeks ago, I was referred to a couple that came in for an initial consultation.

Talking to your kids about money

One day your children are going to be grown up and living on their own. How will you impart the knowledge for them to make wise financial decisions? What can you do to make sure they get off on the right foot?

Well, believe it or not, you’ve already been doing this, albeit passively.

What we don't know can hurt you

It's been a difficult few months.

I've had a few clients recently that are going through some difficult times.  I myself broke my shoulder several weeks ago and my family and I decided to move during this time.  Not exactly the best timing. 

5 Tips for Safer Online Banking and Transactions

This is the second in a series of articles on cybersecurity. We encourage you to read it carefully. Thank you and credit goes to MassIT: the Commonwealth of Massachusetts’ lead agency for cybersecurity,


1. Choose an account with two-factor authentication.

Your divorce is final. Now what?

You have just gone through one of the most challenging times of your life.

For some, this Winston Churchill quote may seem relatable. "When going through hell, keep going".

Well, you made it through to the other side and as difficult as it may have been, you now have a chance to write a new chapter.

How was your vacation? – Why I can’t answer this question.

My “vacation” began at 4 AM on Sunday, June 25th as I, my daughter Grace, and son Reid climbed into our car to start our journey to Appalachia for a week. We were headed to Ashland, Kentucky to help people in deep poverty repair their homes.

I should have zigged instead of zagged

A couple of weeks ago, I decided to take a walk near my office during lunch.  It was a beautiful day and if the weather is nice, I try to get out for a few to stretch my legs and clear my mind.

On this particular day, I decided to venture off the paved sidewalk and head across the street where there are paths that lead to a quieter area away from cars.

What, me worry? – How to stay safe online

The fictitious mascot for MAD magazine, Alfred E. Neuman, immortalized the phrase, “What, me worry?” Unfortunately, when it comes to cyber security, there is now plenty to worry about.

Living above one's means

Sometimes when I am looking over the expenses of a new client, I see their incomes are not really enough to support their lifestyle. A couple going through a divorce can only exacerbate the situation.

Once they are divorced, the situation only gets worse as they now have two households to run and are used to living a certain lifestyle.

What’s better than a Roth IRA?

I attended a benefits seminar this week featuring William G. Stuart of Benefit Strategies. His specialty is HSAs or Health Savings Accounts. These underrated accounts are becoming increasingly popular vehicles to save for future health care expenses while lowering current health insurance premiums.

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