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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...

Letting the Days Go By

The song Once in a Lifetime sums up the way I believe many people feel when they get to a certain point in their lives.  Time has passed, they made decisions – or avoided making them – and they find themselves living a life they aren’t so sure about.  Or as Talking...

Calculating College Costs

In sitting down to write this blog, my setting certainly impacted the topic.  I’m sitting on the campus of the College of Wooster in northern Ohio.  I’m chaperoning my daughter who is here to compete in the finals of a state writing competition.  My reward is working...

Wrap Your Head Around Holiday Gift Giving

One of the ways my family kicks off the holiday season is to watch National Lampoon’s Christmas Vacation. It’s an admittedly cheesy movie but the goofy Clark Griswold, played by Chevy Chase, is hard not to like as he struggles to pull off the perfect old-fashioned...