Choices – The NEW Retirement

Posted on Sunday, March 17th, 2019

It is tax time and that is traditionally the time of year when we talk to clients the most. The calendar has just turned and thoughts turn to taxes and retirement. We have had a recurring conversation with several clients these last few weeks. The overriding question is when do I retire? That, inevitably, leads… read more.

Blackout

Posted on Sunday, March 10th, 2019

We were delighted to get such positive feedback last week as several readers enjoyed our blog post. Several readers thought that we should spend more time talking about family issues and how it relates to money, spending and investing. Thanks to all for their feedback. We look forward to relating real world personal money issues… read more.

Your Legacy and Fortnite

Posted on Sunday, March 3rd, 2019

My youngest of three is 15 year old boy and we talk investing a bit. It helps me to keep up on the latest trends on where teenagers are spending their money and I enjoy spending time with my son. He has been talking to me about the waning interest in the game Fortnite. More… read more.