Where does the time go? As a look up in the summer of 2019, I realized that I’ve been working full-time in the financial services arena for 34 years. I’ve been specifically handling financial planning for individuals for 23 years. When I first started financial planning, I thought the job was … [Read more...] about Trust can Overcome Fear
As we celebrate our Great Country’s Birthday this week, I wanted to discuss how we can all plan for our own financial independence using the following seven steps. 7 Key Steps to Financial Independence Most people say they plan for retirement, but they are really planning for financial … [Read more...] about Planning Your Financial Independence Day
Learning something new everyday isn't just a saying, it's a way to continuously improve your life! The following articles are particularly interesting and loaded with bits of knowledge. If you are planning a trip to Europe, you will need to know about the new European travel regulations going … [Read more...] about New European Travel Registration, Asparagus Tart Recipe & Bookshelf Styling
Maureen and I decided to take a long weekend trip to our homeland – Ireland. Specifically, we spent the long weekend in Dublin. The year before we had traveled to Dublin to visit our youngest daughter Elizabeth who was studying at Trinity University. During that trip, we visited the Guinness … [Read more...] about Jameson Irish Whiskey – a French company asset
I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated. — David Booth, the Executive Chairman of Dimensional Fund Advisors, which he co-founded with Rex Sinquefield. The US stock market has delivered an average … [Read more...] about The Uncommon Average
We have always recommended that our clients have at a minimum the following three estate documents: Will, a power of attorney and a medical directive. In this week’s post, we will discuss why a will is necessary. While we are not attorneys, this will help you understand the general terms and some … [Read more...] about Do you have your Will?