Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Wednesday, October 23, 2019

When my mom was 79 years old, she had a massive stroke and it took 2 years to her life back to "almost normal". During that time I was her primary caretaker, which did have its ups and downs. I tell you that to tell you that this...

 

Wednesday, October 16, 2019

Based on my last post, the question arises "What can we do to protect my phone being hacked?" Well, I'm glad you asked! Let's start with... The Many Dangers of Having Your Cell Phone Hacked Kathy had just hung up from an important, and...

 

Wednesday, October 9, 2019

In 2004 my bank account was hacked and I was so amazed that someone could get past the protection of one of the world's largest bank's security system. So I became an avid student of Identity theft and the purpose of this two-part...

 

Thursday, October 3, 2019

Big news! As most of you know, we have chosen to use TD Ameritrade as our firm's account custodian. We originally chose them over other institutions for a wide range of reasons including their award winning technology as well as their...

 

Thursday, September 19, 2019

Today we will focus primarily on Original Medicare- parts A and B. We will also take a look at Medicare Supplements. Original Medicare was never intended to cover all of a retiree’s health expenses, similar to how Social Security...

 

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Wednesday, September 11, 2019

Why Baby Boomers Absolutely Need a Will, Living Will and Power of Attorney Here’s a secret, but it’s between you and me okay? I used to go and get my haircut at different salons when my hair started to go grey in my mid-...

 

Saturday, August 31, 2019

Somewhere along the way you might have heard somebody say: “Man, I hadn’t thought of it that way. I hadn’t heard that before. I hadn’t seen that perspective before.” Maybe you learned something. Whatever...

 

Sunday, August 18, 2019

If you are reading this blog post, chances are you are at that point in life where you need to make some decisions about your retirement healthcare. The purpose of this blog is to give a quick overview of what I call "Medicare Alphabet...

 

Tuesday, August 6, 2019

Did you know that the burger chain FIVE GUYS* is the most reviewed restaurant in the world and has grown from one store in Arlington, Virginia back in 1986 to more than 1500 locations in recent years?*Their secret is their focus....

 

Wednesday, July 10, 2019

We have seen this mistake made more often than you'd expect.

 

Wednesday, February 20, 2019

A Decision Not Made Is Still a Decision Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision...

 

Friday, June 1, 2018

Many of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that, in a fluctuating market, regularly investing a set amount would enable an...