“Santa Claus has the right idea. Visit people once a year.”—Victor Borge. “Christmas is a baby shower that went totally overboard.”—Andy Borowitz. “A Hanukkah miracle would be feeling confident that you spelled Hanukkah correctly” – anonymous “Most…
For some reason, people tend to wait until just before year-end to do their big charitable gifts. I’m no different, but I wish I were. I guess it goes along with tax planning and maybe not knowing your financial situation…
Just in time for holiday shopping, I want to discuss a new term I’ve learned: Exceptional Accounting. Thanks to an interesting podcast by Dr. Katy Milkman titled Expect the Unexpected, I now have a name for when people tell me…
You might think that after 26 years in financial services I would know everything there is to know about personal finance. Just kidding, of course you don’t think that and neither do I. That’s why I try to attend the…
The bad news: Financial advisors are not one-size fits all, so it takes a few calls to find the right one for you. You may not need the same financial advice for all the phases of your life. So, if…
How much is too much time? No, I’m not talking about time on the Earth. More like free time all by yourself. Thanks to alert reader and fellow financial planner Cameron Morgan, we have an answer! Cameron kindly sent…
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