2 mins read

Top 5 vacation spots

Vacation. One of the most beautiful words in the English language. For me, nothing can match that feeling the day before I jet off to my favorite destination where I can unplug the computer and relax for a few days. And even though my next vacay is still at least a few months away, Id thought Id give you my top five fave spots to unwind.. Now lets talk vacation. Here are my top five fave spots: 1. Maui, Hawaii

4 mins read

 The 6 Financial Habits Of Mentally Strong People for Year-End Planning 

As the seasons start to change and the holiday season approaches, it’s the perfect time for a financial check-up. Let’s reflect on how much we’ve accomplished this year and set the stage for financial success in the upcoming year with some year-end planning. If you haven’t scheduled a meeting with your advisors yet, now is the time to get your financial planning done. In fact, for our clients, this is one of the busiest and most important planning periods of the year.

Many of us set ambitious financial goals, but how often do we follow through with them? It’s time to take a page from the mentally strong and map out some to-dos to achieve our financial objectives as we head into the end of the year. Remember how important reaching financial independence is?

1 min read

‘The BFG’ is a Magical Adventure That Delights

Roald Dahl is a favorite author in our house so the kids were super excited to see "The BFG" on the big screen. I was also happy to see Steven Speilberg's Disney directorial debut. And I can tell you that the movie exceeded all of our expectations! Speilberg and screenwriter Melissa Mathison did a superb job…

15 mins read

Changed By A Child

It has only taken me thirteen years to write anything about our story. I can honestly say that I have perseverated about it endlessly, even thought about writing a book but I was always afraid I would end up like Jack Nicholson’s character on the “Shining,” you know, the one that locks himself in a…