Health issues and chronic diseases can significantly impact your financial planning. As a financial advisor, I often encounter clients grappling with these challenges, particularly in the later stages of life.…
My annual medical check-up last week has given me a whole new perspective on my clients’ annual financial reviews.
Rather than poke, prod, squeeze, smash, or radiate body parts, I’m more-or-less…
Believe it or not, May is my most expensive month for skiing.
I don’t even ski in May. I don’t much care for spring skiing, and I’m not going to travel…
The HELOC and the SBLOC are two tools I think all investors should have and are the ones most often overlooked.
How HELOCs Work
Most people are familiar with a home equity…
While sitting family style at dinner on the Amtrak train with my two new friends this past New Year’s Eve, I was asked: “What’s your best financial advice these days?”
Yes,…
One last sports analogy, and I’m done. At least for a little while. Promise.
And here goes the bracket pools - a chance for fun, friendly competition, and maybe a little…