Feb 10, 2019 | Uncategorized
With the end-of-year holidays just past, many can look back on time with family filled with fond memories. Some of those memories may have been generated at family vacation homes that have been enjoyed by several generations of the same family getting together for...
Dec 18, 2018 | Uncategorized
The Christmas holiday season is a wonderful time of year for me. Great memories, beautiful music, plays, concerts and light shows, as well good times shared with friends and family, good tidings, all contribute to this special of season . I realize , though, that it...
Jun 20, 2018 | Uncategorized
Folks at or near retirement often are at a reflective stage in their life. By this time, personal finances are typically well defined and what to do with their remaining years starts to enter their thinking. Many, now having time, talent, and treasure look to move...
May 11, 2018 | Uncategorized
There is a lot of interest these days in financial planning circles about Legacy. This may be the result of the county’s aging demographic and the fact that the greatest wealth transfer in history will soon be taking place as the current generation passes on. Clients...
Oct 4, 2017 | Uncategorized
With football season underway, I’ve been thinking a lot about the parallels between the sport and retirement, specifically legacy building. In today’s game, there’s no quarterback with a greater legacy than Tom Brady. Forgive me, Falcons fans, but it’s true, and we...
Sep 20, 2017 | Uncategorized
If you’re lucky enough to have been blessed with grandchildren, you know how much of a joy they can be in your life. In retirement, being involved in the lives of your grandchildren can be an uplifting role that fills us with a renewed purpose while we work through a...
