I don’t observe/celebrate holidays, simply because I don’t feel any one day should be better than all the …
Special Needs Planning Blog
- Posted December 31, 2018
Can Tech Help You?
In my lifetime I’ve been amazed with how evolved technology has come. I’m familiar with Moore’s Law, …
- Posted December 31, 2018
No Barriers
I learned about No Barriers through one of the many podcasts I listen to – it’s guest was …
- Posted December 10, 2018
FREEZE (your credit)
Let’s all get ready for the new year by adding a layer of protection – freezing not just …
- Posted December 3, 2018
When You Go Through Hell
Life can often feel overwhelming and unfair, made worse by platitudes from well-meaning friends and family. After all …
- Posted November 26, 2018
A Few Planning Rules of Thumb
This week will be short and sweet, I’m addressing a few questions I get quite often.
1. Is …
- Posted November 26, 2018
Feeding America
As we recover from food coma’s and the trauma of Black Friday shopping, I would like to highlight …
- Posted November 26, 2018
Home Ownership Potential Landmines
It’s amazing to me how much mortgage companies are willing to underwrite, it’s easy to see how so …
- Posted November 19, 2018
It’s OK to Say No
I don’t celebrate holidays, haven’t since my wife died (and if I’m being honest with myself didn’t really …
- Posted November 12, 2018
None So Lonely?
During a call with a potential client I was asked “how do you trust people?” This couple has …
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