There’s lots of advice out there about organizing your workday, your family life, even your diet and exercise routine using to-do lists. Today, I’d like to suggest something different for your financial strategy — a to-don’t list. While your strategy shouldn’t be ‘set...
This time of year, as winter bears down, it’s nice to look ahead to spring break or summer vacation. Time away lets us recharge, refresh and gain some perspective. As you dream, plan and save for the days ahead, let me assist you. And while you wait to travel, here...
This week is sure to evoke some kind of emotion. On Friday, Feb. 12, tax season officially kicks off In the U.S., and it’s followed a short two days later by Valentine’s Day on Sunday, Feb. 14th. Are you ready for both? Now is a great time to start preparing, if you...
Back in the dot-com bubble of the 90s, Edward Greenspan coined the term ‘irrational exuberance’. The recent social media-driven stock volatility is a good example of what he meant. Market volatility not driven by the fundamentals. Although it’s fun to watch the...
“I wisely started with a map, and made the story fit.” — J. R. R. Tolkien, author of The Lord of the Rings I’ve been hearing a lot of discussion recently around 2021 roadmaps. It seems every company is showcasing one or is building one right now. And I...
