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Uncharted Waters

As we’ve all heard more than once lately, the world is navigating through uncharted waters as drastic measures are underway all over the world to slow the spread of Covid-19.  While we know many of these life-altering changes are temporary, no one can be certain of...

Infected

My wife and I were traveling in Portugal & Spain last week on a trip we’ve spent nearly a year planning.  I’m happy to report it was a phenomenal experience full of incredible sights, sounds and tastes.  We met wonderful people wherever we went and arrived home...

Brexit: And Now The Hard Part

Last Friday, January 31, 2020, we finally reached Brexit day. The United Kingdom (UK) formally severed its relationship with the European Union (EU) after more than three years of contentious debate and negotiation since the June 23, 2016 referendum. If you looked no...

Does the SECURE Act Impact You?

As many might have missed in the last few weeks of 2019, Congress and the White House avoided a government shutdown by passing some substantial spending bills.  Part of that package included the SECURE Act or “Setting Every Community Up for Retirement Enhancement”, a...

Pet Sounds

Pets regularly come up in discussions with clients. They are part of our family and, as such, can impact the family budget as well as long-term goals. When conducting client Discovery meetings, we include questions about pets to help gauge what that potential impact...