Our Thoughts
Facebook and your financial plan
What will happen to your digital assets if you die? Do your social media account factor into your financial plan? I was a heavy user
Talk about aging while you are still young
No one wants to talk about what is going to happen as they get older. The realities of aging that we all face are
Best Laid Plans
The best laid plans are still the best plans when plans go awry… I am a planner. Not just in my job, but in my
You Are Dust
Yesterday was Valentine’s Day, a day for showering love on family, friends, and even strangers. In my faith tradition, yesterday was also Ash Wednesday, the
Takeaways from the TD LINC Conference: Think Big
We attended the TD Ameritrade LINC Conference in Orlando on February 1 and 2. It was a very well attended conference, and we were able
Ride the Bull Market or Hold On to Your Cash?
The stock market posted returns of more than 20% in 2017 and continues to climb to new records into 2018. Many of our clients are