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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.

 

Monday, May 3, 2021

With the Covid-19 vaccine rolling out and domestic travel starting to pick up, my husband and I have been talking about wanting to take our son to DisneyWorld. What 5 year old wouldn’t love that? To brush up on our Disney history...

 

Thursday, April 29, 2021

More economic relief for families is on the way! Through this third round of Economic Impact Payments from the U.S. Government, as of March 17, 2021 more than $242 billion dollars of much needed relief will be received by Americans and...

 

Thursday, April 1, 2021

I'm staggered by the amount of trouble that people have initiating a conversation with a fiduciary advisor, and equally amazed at how very smart people can be so foolish with financial matters. Here's a couple of examples of situations...