Recent Blogs

The Student Loan Crisis

April 17, 2020

It is hard to believe that I have been in private practice now for about twenty years.  In that time, I have had the fortune to have worked with folks from just about every walk of life.  Despite the differences in their backgrounds, they all share some common goals.  They all thrist for a financial system to help […]

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A Certified Financial Planner . . . The Good, the Bad, & the Ugly

April 10, 2020

I have always been a reader. I like it. One of the benefits of being stuck in the house for what seems to be eternity with three teenagers is that I find myself spending more quality time reading. So, after supper the other night I found myself in the den reading industry articles on financial […]

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The CARES Act and SBA Programs Whitepaper

April 6, 2020
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Now Is the Time!

April 3, 2020

In the past, when I’ve been stressed out or troubled about some impending problem, I’ll sometimes glance over at my French bulldog, Louie . . . and think.  I think how it must be really awesome to be a Louie.  He is a good dog, great with the kids, but there’s not much worrying going on in […]

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What Is Real Wealth?

March 27, 2020

These times are unprecedented.  As a community, the younger kids are on extended break from elementary, middle school, and high school.  As a community, the older kids are home from college.  Dads or Moms, or maybe both, are off from work.  As a community, families are spending the most face-to-face time together in quite a while.  Unfortunately . . . […]

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Retirement Plans and Tax Law Changes

March 20, 2020

Have you ever had the experience of opening up one of your kids’ report cards to see their grade drop in a subject they previously excelled at? In earlier years they had been coming home telling you how much they loved history or science, only to now become disenchanted. Perhaps when you ask them what […]

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2020 Elections and Our Future: Who Wins?

March 13, 2020

The other day I met a old college buddy of mine, Gerry, for lunch and to catch up on each other’s lives. Gerry’s a good family guy, married with 3 teenagers with one in college. He and I can certainly relate to each other these days. Gerry has always been a roast beef sandwich guy […]

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Coronavirus and The Markets

March 6, 2020

Lately, you’d have to have been living by yourself in a cave on a deserted island to not have heard about the Coronavirus. You can’t turn on the TV or get online without hearing about it and all the speculation regarding what the ultimate impact of the virus will be. It’s encroaching on many of […]

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You Cannot Run Out of Gas in Retirement!

February 28, 2020

I will bet we can all recall a time in our past that we found ourselves driving down the road at night, miles from the next exit, only to glance down at the fuel gauge and be seized with panic . . . it’s on empty! Then we start to do some quick mental calculus […]

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The Prescription Drug Dilemma . . . It’s a Problem!

February 21, 2020

Yesterday I swung into the CVS that is down the street from my office to get a prescription filled. Of course, I had forgotten to call ahead, so I dropped off my script and sat down to wait for a few minutes while it was being filled by the pharmacist. An older gentleman, I guessed […]

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