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Clean Sheets

I recently read this article by Morgan Housel and this passage stuck with me. In his book on the final days of World War II, Stephen Ambrose writes about a wounded American soldier who’s carried back to the medic tent. He knows he’s going home – his war is over....

Credit Cards

The use of credit cards can be a great financial planning tool. They can also be one of the worst financial decisions you can make. After receiving many solicitations to upgrade my American Express credit card, I decided to give them some attention and consider...

Property & Liability Insurance Tips

Risk management is an important part of a comprehensive financial plan.  Insurance is one of the best and most common ways to protect the assets you have against hazards and third-party liability claims.  Lately we have had several clients come to us with questions...