Paying for college for our kids is a stress, burden, joy, gift, obligation, promise... fill in the blanks. It all starts when they are in diapers: we want the best of the best for our kids, and at the time of their infancy, don't realize the time and energy it will take to accomplish all…
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Golf… Your Model For Retirement
Planning for retirement is like equating the actual act of retiring with finishing a round of golf. The first hole is a par 4, meaning you're supposed to make it from tee to green in 4 strokes, or hits to the ball- that's called par. Here's how I see it: GOLF- 1st SHOT: I'm on…
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Working… That Thing Your Do After Retirement!
Retirement is that thing we all think about from the time we start working until the time we actually decide it's time to stop working. I've helped countless numbers of working folk move from the working class to the retirement state, and walk with them along this life altering time in their life. Many times…
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Financial Planning and Estate Planning- Two Very Different Processes
I've often said, each time I meet with a new person or couple, it's a new experience for me. I never know the questions I am going to be asked, not the issues, both positive and negative that I am asked to remedy. With wealth comes responsibility, and the definition of wealth is as different…
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