National Role Model Month

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

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 a retirement rethink, and more than two thirds believe they will...
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 challenging, but it’s not impossible. Brian outlines a process to...
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...