Partners in Life Planning
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Do You Remember This?

Like the rest of the world, I'm on Facebook. I don't send out many messages, I admit: mostly I use it to follow the travels and travails of my friends and clients, to lands afar and keeping up on births, deaths, birthdays and the like. I follow one person who feels it necessary to tell…
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Are Your Hours Yours or Ours?

Time management- it seems there is just not enough time in the day to get done the massive amount of issues and tasks in front of us every day. Calendars, schedules, Outlook, phones, computers programs- no matter what method of scheduling you use, it just seems to be the running-around-like-a-chicken-with-his-head-off-syndrome. Getting behind early in the…
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I’m Drawing A Blank On This One…

After 30+ years and meeting with literally thousands of people along the way, I've been asked just about anything there is to ask. While primarily financially related, I never know what the context of the conversation is going to be from meeting to meeting: everybody is different, and every situation is different. I do have…
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