Is there a missing egg? Have you ever had the pleasure of coloring hard boiled eggs with your children or grand-children and then have the “Easter Bunny” (aka Mom and Dad) hide them for finding on Easter morning? This was an Easter tradition for our family and it made Easter morning a quick fun filled…
Take a moment and Google #tranformationtuesday and the top two searches are for #transformationtuesday on instagram and tumblr. Click on either and you will see pictures of people documenting the transformation that they have made. Most of these are physical improvements. What I wonder is where is the #tranformationmoney hashtag. These would be the individuals…
Peyton Manning has a team to support him and a MVP teammate, so who is going to have your back as you get your game plan together for this super weekend? Never fear, your Life Planning Financial Advisor wingman has your back. It is 8:00am Friday morning and you better have your game plan together…
The BIG GAME is really every day, not just the first Sunday in February. Yes, on Sunday most of the world that has access to a TV, will be watching the young upstarts Carolina Panthers take on Peyton Manning and the Denver Broncos. So Michael, what is “THE BIG GAME”? It happens every day of…
Let me share an initial meeting I had this week with a late 30’s married couple, that came from a client referral. The meeting plan was to discuss their investments, 401(k) and retirement. Maybe they look like you, or your children or friends or this looks like where you are headed. They are college educated,…
Many of our client and professional advocates have asked us in response to the market volatility of the first two weeks – “Is this going to be another 2008”? Since 2015 was the first time in 7 years that the “stock market” was down and 2016 has started much the same way it leads to…