The last several weeks we have been busy meeting with our client’s children. We recommend what we call “kid meetings” at a few critical stages: Just prior to getting their…
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More than half of retiring Americans today opt to take Social Security before their Normal Retirement Age, and less than three percent of filers wait until age 70. Many retirees…
The Schulz family will be proudly in attendance at College Park Center in Arlington today for our oldest daughter’s graduation from college. One down…….three to go. Our daughter has grown…
Many years ago I was with my good friend and longtime business partner Larry McNeil when someone asked him “What’s it like being your own boss?” to which Larry replied…
As a parent, I watch a LOT of volleyball. I sometimes think I know the game and start making suggestions to my oldest daughter who plays competitively in college. She…
In most of my recent client meetings I am being reminded that retirement is an outdated term. We try to use the term “transition” but that does not fit as…
“If you had actually read it, you would have noticed the second signature line”, declared the man across the counter. My immediate response was “it’s not intended to be read,…
Nobody has ever accused me of being a great fisherman, but when I was seven or eight I knew how to catch perch by the bucket load. I would lie…
Buying and maintaining life insurance policies is a pain. On the surface, it seems like a pretty simple transaction but it is actually one of the most complex pieces to…
My how things have changed. Inflation is at an all time low but our household budgets are swollen with monthly obligations that did not exist twenty years ago. It is…
