facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck


Sign up with your email address to receive news and updates.

Life Delivers Random Results

In the last 60 days we have seen several amazing sporting events. The completion of the Triple Crown by Justify. The NHL playoffs with the Vegas Golden Knights going to the finals in their inaugural season. The French Open with Rafael Nadal winning a record-setting 11 th time. The NBA playoffs with Golden State taking the championship 3 out of the last 4 years.

Read More

Who Gets Your $$$$

A few months ago, I was with a client and his health was failing. I asked him how long how it had been since he reviewed his estate plan. He said, “Oh a few years ago and it’s all good.” I asked if we could call his estate attorney to check in and he accepted the invitation. It turned out his estate plan was not up to date, it had several gaps, and critical pieces of information were missing.

Read More

Memories and Keepsakes

Many of us work hard and save funds to acquire valuables or other keepsakes. These items can be art, furniture, jewelry, writing instruments, purses, clothing and so many other items that are valuable in the eyes of the beholder. These items may have been gifted to you by a family member and they typically deliver a tremendous amount of satisfaction.

Read More

Super Bowl LI, Win or Lose?

Did you watch the Super Bowl LI? Did your team win or lose? Some unhappy fans went to social media during the game and started saying negative comments about their losing team and then started talking about the next football season already.

Read More