Have I Been Dating T.I.N.A.?

Why Investment Diversification Matters Bonds are at an all-time low, and federal rate increases have made them even more out of favor in the short run. As a result, many…

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Be My Mother, Not My Brother

Avoiding Scams in a Modern World Recently, my brother called to say that his checking account had been hacked. Scammers gained access to over $34,000, and it all started with…

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Acronyms, and Why Do I Care?

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Why You Need an Insurance Checkup PUP, LTCI, FTI, PIP. You may be asking what all those letters are and what they mean to you. Well, they're all acronyms for…

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Where Do We Go Now?

I used the phrase “Post-COVID World” in the title of this article, but of course that's not entirely true. The coronavirus is still out there and new variants continue to…

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The Other Two-Thirds

When we sit down with a client and help them plan for the future, we consider several things like taxes, investments, income, future long-term care needs, and more. But once…

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