Fear is Not Your Friend
“If you are distressed by anything external, the pain is not due to the thing itself, but to your estimate of it; and this you have the power to revoke at any moment.” -Marcus Aurelius “Fear is not your friend. Making decisions in a state of fear will never serve...
Financial Security
What does financial security mean to you?
National Role Model Month
It’s time to celebrate like you have never celebrated before. This is big; I mean really big. November is national Banana Pudding Lovers Month. Yes, that’s right. Banana pudding for everyone. You get banana pudding, you get banana pudding, and you get banana pudding....
Financial Security Starts with a Vision
What does financial security mean to you? It is a very simple question, but everyone is likely to have a different answer. I am not talking about the ad for the unnamed company that asks the pointless question, “What is your number?” like that means something. You...
Retirement Security
Are you concerned about your retirement? A recent poll suggests that more than half of Americans believe the pandemic has hampered their ability to have a secure retirement. More than one third are doing...
Before You Hire A Financial Advisor
When it comes to your financial future, finding the right advisor is a major life decision that can impact the trajectory of your finances throughout your lifetime. Finding the right person can be...
A Trip to the Beach
There is something about being on the shore of one of the most beautiful lakes in the world that is like a balm to the soul. I try to spend time, year-round, on the beach of Lake Michigan. My time is spent primarily at Van’s in Leland, but other great beaches can be...
Virtual Conferences
Our broker dealer partner, LPL Financial, has offered an annual conference for continuing education, networking opportunities and a gathering of up to 8,000 financial advisors for years. Last year the conference was virtual, and I really enjoyed it. This year it was...
Croquet Anyone?
If you are a client and have read our latest newsletter then you have read about my new passion, mowing the lawn with a zero-turn riding mower. This past weekend, I decided to turn my passion into something more productive by mowing a 50-foot by 50-foot patch in the...
Insurance
Recently I had a conversation with a realtor friend who had a deal fall through for a parcel of land because the buyer found out the construction costs have gone up so high that it rendered the deal untenable. We have all heard stories of lumber prices jumping,...
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