Below you will find some relevant information to common questions and areas of focus. We hope you find it helpful and share with others who may need and/or benefit from the same guidance.

Please let us know if there is a subject matter you would like to learn more about.  We are always here to be of service.

The Time to Invest is Now


Time. It is one of the greatest tools most of us have when it comes to saving and investing. Thinking about long-term goals can seem like a distant dream, but we are always better off working towards them early rather than waiting. In the long run, very few people have ever regretted preparing and investing well ahead of time, so don’t miss the opportunity.

Living Wired in a Wireless World


Seven years ago, I walked into Verizon, canceled my cell service, and gave my phone to my adult son. Today, I am still without a cell phone, happily free of the hyper-connectivity it provided. As an occasional mountain climber, I’ve relied on strong ropes, as I now rely on landlines, tethered to others the old-fashioned way. I am living wired, you might say, in a wireless world.