June 18, 2018

Is This as Good as it Gets?

I had the great fortune of attending a conference/vacation in Portugal recently, and, since the trip was part work and part fun, we had to attend […]
May 5, 2018


On Thursday, March 1st, President Trump announced a new plan to institute a 25% tariff on steel imports and a 10% tariff on aluminum. Now, it […]
April 4, 2018

Is The Sky Falling?

I’m probably more like you than you think . . . I get just as uncomfortable watching the market sell off 300, 400, 500 points or […]
March 3, 2018

Medicare: Vision, Hearing & Dental

You may not be aware of this, but Medicare does not pay for routine care related to eyes, ears, or teeth. This means elective exams must […]
February 2, 2018

Whenever I hear about “Bitcoin,” I think About Tulips

We’ve been hearing a lot about “bitcoin” these days . . . from financial commentators, clients and friends wanting to know if they should jump in […]
January 1, 2018

The Best and Worst States to Retire

If you’ve ever wondered where in the United States you can stretch your retirement dollar the furthest, fret no more!  We have the answer! Last year […]