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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Thursday, October 3, 2019

Long-Term Care Insurance (LTCI) can be a great addition to your overall asset protection strategy under the right circumstances. Below we define LTCI and how to use it as a retirement planning tool. What is it? Long-term care insurance...


Monday, September 16, 2019

Fall clean-up: it’s time to check the honey and your money I am a beekeeper. I started my apiary earlier this year with two hives, and I am hoping that one day I will be able to share honey with my friends and family while I...


Tuesday, August 20, 2019

How Teaching my Daughter to Ride Her Bicycle Completely Changed my Perspective on Investing This is a photograph of me with my daughter Deborah about ten years ago starting the MS Bike Tour in New York. It was one of many rides we...