Go Be Great!

Go Be Great!

“Keep away from people who try to belittle your ambitions. Small people always do that, but the really great make you feel that you, too, can become great.” Mark Twain

Millennials, Money, and Misconceptions

Millennials, Money, and Misconceptions

I recently attended a webinar entitled “Millennials, Money and the Active Pursuit of Happiness.”  I must admit the title intrigued me and so I registered.  This was a webinar based on the research recently completed by Wells Fargo and a study they conducted on over...
Smiles of 2018 from Google (of all places!)

Smiles of 2018 from Google (of all places!)

  Last week I received a welcome surprise from my phone.  Maybe you received a similar thing.  There it was, an email from Google containing a video they composed called “Smiles of 2018.”  I have my photos stored automatically to the cloud, so I never have to worry...
Thought Leadership from My 11-Year-Old

Thought Leadership from My 11-Year-Old

One of the great joys of my life is the ability to have an 11-year-old girl in my orbit at my advanced age.  Never in my wildest dreams would this be the case, but alas here we are.  Many of my friends are empty-nesters, and they are enjoying their free time once...
Linger at Your Thanksgiving Table

Linger at Your Thanksgiving Table

I have been to many funerals for clients over my 29 years in the Financial Advising business.  It is a natural part of helping transition people through different stages of life.  They work, they retire, and they pass on.  I have been fortunate enough to have a...

Einstein’s Theory of Compound Interest

Albert Einstein famously said that compound interest is the most powerful force in the universe.  He said, “Compound interest is the 8th wonder of the world.  He who understands it, earns it; he who doesn’t, pays it.”  Who am I to argue with such a smart guy? Einstein...