Here are a few things I plan to do with my kiddos this summer. I hope to see you there! Red Rocks for movie and a band – Probably not Citizen Kane, but what kids doesn’t love Ferris Bueller’s Day…
This blog is NOT meant to make you scared about your pension. I personally LOVE when clients have a pension and rarely suggest they take a lump sum payout if offered. However, it happens occasionally that people come to me…
According to an April 5th article on cnnmoney.com, the average wedding cost in the US rose to over $32,000 in 2015. Compare that to the median household income of $50,000 and you can see that wedding mania may be a…
As I write this blog (I write them in advance of them coming out), I’m waiting for yet another cancellation notice for my sons’ games this weekend due to weather. We will be playing spring sports make-up games until August…
This topic was suggested to me from my friend and financial adviser Cameron Morgan of A&I Financial. Wow, has dating changed since the Stone Age when I was out there! I recently had an inquiry from a magazine reporter about…
Recently my friend Sarah Lampard of A Value Insurance, an excellent insurance broker, brought up something that shocked me. Most umbrella policies don’t cover you for an accident with an uninsured or underinsured driver. To go back, an Umbrella Policy…
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