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The Big Lesson of 2012: Earn Your Returns

It’s a common misconception that we are completely disconnected from our investment returns.  We put our money to work in the market, hopefully in concert with a trusted financial advisor who helped us develop a meaningful plan, and from there, we are at the...

An Often Overlooked Asset

When I meet with clients and offer to review their 401(k) allocations and contribution rates, I often get the impression that the importance of this asset is lost.  As pensions have gone the way of the dinosaur, it is more critical than ever to ensure you are taking...

Our Farewell Plans

My family suffered a sudden loss last week when my Aunt passed unexpectedly while visiting her son in Colorado.  This difficult time alerted me to what’s likely a common gap in end of life planning.  Much has been written on the subject of proper estate planning. ...