Financial Security Starts with a Vision

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

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

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

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

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?

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

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,...

I Don’t Mind If I Do…

I Don’t Mind If I Do…

There is something deeply relaxing about laying in a hammock.  In fact, more people around the globe are discovering this ancient tool for relaxation.  I heard recently that hammock sales are some of the briskest ever.  I looked it up for this blog and found a...

Now What?

Now What?

This is a time of year when we to celebrate our high school and college graduates.  It is an exciting, sometimes thrilling time for our young people as they step out on the edge of the nest, test their wings and leap into their future.  And that is almost exactly how...

When the Proud are Humbled

When the Proud are Humbled

In our last quarterly newsletter for our clients, the theme was “Healthy Living”, and my contribution was all of the things we can do to help our immune system, in addition to the preventive measures we can take to avoid contracting Covid.  Within 24-48 hours of that...

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