During the Haiti crisis in the mid-90’s, I was a young sailor on watch. It was a calm, quiet, typical Caribbean sunny day and we were just off the coast…
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Note: This post is from our intern – Chris Ensch. Chris attended a recent Rotary meeting with me and ran into his old economics professor from High School (College Equivalency),…
Today’s post was inspired by the excellent book: Team of Teams, by Gen. McChrystal Modern destroyers use gas turbine engines for propulsion and electrical power. As a young junior officer,…
Unless you have been living under a rock for the last few months, you’ve probably heard about the Bitcoin craze and other cryptocurrencies using distributed ledger technology. I’m a borderline…
Without a plan it’s easy for things to get out of hand over the holidays. Here are some simple steps you can take to make sure all of your gifts…
Created by Congress twenty years ago, the Roth IRA is starting to show up in seasoned retirement plans in a big way. I remember when the Roth IRA first came out, I thought…
As we get older and enter retirement, some decisions need to be made regarding insurance coverage. We know from our own experiences with elderly parents – and from what we…
At this point, just about everyone seems to be enrolled in a high deductible Health Savings Account (HSA) compatible health plan. The escalating costs of healthcare are astounding. I was…
From time to time, clients ask me to comment on what they hear from financial advisors on the radio. The first thing I try to explain is these are paid…
I have the opportunity to review client spending patterns regularly, and it’s one of the most important exercises in our client process. Very few of us voluntarily want to discuss…
