Financial Advisor

Money Grief … and How to Leave It Behind

Someone told me they have two primary emotions whenever they think about their financial situation: “It seems like I’m either frustrated or mad. Is that weird? Should money always make me so upset?” This admission reminds me of a book written more than 50 years ago by Elizabeth Kubler-Ross in which she discussed five distinct […]

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Life Planning for College Students

Occasionally I get invited to speak to college students about life, money, and success. In fact, I’m scheduled to do that tomorrow.  Here are the four reminders/suggestions I plan to share with them. Die well. Soon after you arrived on campus, you realized, “Not everybody thinks the way I do.” That’s actually a good thing.

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Thankful for Hope in Hard Things

I don’t have to remind you we just celebrated Thanksgiving. For many of us, the day was full of family, feasting, football and Friday…endless advertisements about Black Friday and the “don’t you dare miss this” sales that go with it.  One of my family’s simple traditions is to go around the table during the Thanksgiving

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