Why Video?

Why Video?

It is no secret that 2020 has shaken the foundational nature of how businesses operate. Change has become a staple in not just our line of work but in everyday life. This year we want to change that narrative by offering a new way to connect and communicate:...
How to Make a Wealth Transfer Plan

How to Make a Wealth Transfer Plan

Baby boomers are already in the throes of the most significant wealth transfer in history. Over the next 25 years, they are expected to leave $68 trillion in wealth to their heirs. But you don’t need to be older to need a wealth transfer plan, nor do you need a...
Freedom in a Basket

Freedom in a Basket

Recently, I came into the possession of my very first family heirloom.  Long story short, my mom needed to move to a new location and as a consequence she reluctantly had to offload a few more items for us to store.  Since we are packrats and seem to be unable to...
Hugs, Handshakes, and a Cup of Coffee

Hugs, Handshakes, and a Cup of Coffee

I have previously written and I know it to be true that we will return to normal at some point in time.  That point seems elusive right now and I feel like a runner approaching the finish line of a marathon only to learn that they have added an indefinite number of...
Best Books of 2020

Best Books of 2020

Nothing like a global pandemic to want to escape in a good book.  You know I read a lot, but in 2020 I exceeded even my own expectations and eclipsed my goal of reading fifty books by reading 60 in one year.  I found it to be a wonderful way to escape the barrage of...
End of Year Gratitudes

End of Year Gratitudes

2020 has been an unforgettable year in many ways, but today I would like to take a minute and share what we are grateful for as we head into the new year. I am truly grateful for each client…  ...