Get a professional review before exchanging that old annuity! Many retirees may have older annuities. These often appear to be stale and in need of updating. However, there may be…

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Welcome 2022! The new years brings us into a transition phase as we begin to come out of the pandemic. There are some challenges but also some opportunities. Our lives…

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A theme of repositioning has emerged in front of me recently. I have long used this concept as a financial planner to find and exploit financial efficiencies. The concept appeared…

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Do you ever feel trapped by your routines? I have clients that recently had this experience.  On the positive side, routine helps us accomplish essential activities such as going to…

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