Today is Independence Day - the celebration of our country’s birthday! Our Declaration of Independence was a historical moment and one that is cherished and celebrated with picnics, barbeques, fireworks, hot dogs and apple pie! It is a great day to wear red, white and blue and to proudly wave the … [Read more...] about Happy Independence Day!
Creating Financial Comfort
A financial advisor’s job is like a detective’s. We probe to see whether your financial assumptions are correct. We want to find the truth beneath the assumptions and document clutter. Sometimes, our digging uncovers dangerous imbalances in your financial picture. Once we discover these errors, … [Read more...] about Advisors as Money Detectives
I recently wrote a piece describing how I had taken one of DNA test to confirm my Irish heritage. You can read that blog post here: Irish confirmed. In that piece I described how after taking the test and getting my results that I was contacted by a distant cousin who gave me my Crimmins family … [Read more...] about What the 1940 Census Reveals about Rising Costs
Recently I received a letter in the mail from a charity organization. The letter was signed with “I hope you have enough”. This was a unique and thought-provoking way to sign a letter. And what is actually “enough”? When we plan for the future and retirement, we are planning to ensure that you … [Read more...] about “I hope you have enough”
We have written a number of posts about the need to view our future with optimism. Frankly, it is a requirement to own shares in the great companies of the world known as stocks. This post attempts to provide a reality check against the ever-present negativity in the news with an … [Read more...] about Be Happy You’re Alive Now
How did 40 years go by so quickly? It was 40 years ago that the band Fleetwood Mac released the album (yes – album) entitled – Rumours. The album was released in 1977. There were 11 songs on the album, but I recently listened to one song with a different prospective than I did as a … [Read more...] about Don’t Stop Thinking About Tomorrow