Insights

Insight 2018-05-11T16:00:58+00:00
  • Couple in Sicily

What’s next for you?

November 3rd, 2019|0 Comments

So, your son or daughter has finished up their applications.  You have the list of schools divided up into top choices, middle choices and safety schools.  You’re making plans for the holidays and soon you’ll [...]

What to consider for Open Enrollment

October 21st, 2019|0 Comments

Fall is open enrollment time for many companies and for some people, open enrollment is stressful.  Like most financial decisions, your choice of benefits should be based on your personal financial situation or your family’s [...]

Learning from FIRE and financial freedom

September 30th, 2019|0 Comments

I attended a great conference earlier this month where I had the opportunity to talk to a group of folks who are part of the FIRE movement.  FIRE stands for Financial Independence Retire Early.  We [...]

  • Plan to pay for college

Paying for College – What you need to know

September 9th, 2019|0 Comments

Most families won't have the funding set aside for the full cost of a 4 year degree when their students are ready for college. If you're like most families you will be looking for ways [...]

Money lessons from Vegetables – Or How your garden is like a portfolio

August 15th, 2019|0 Comments

There are lessons learned in the vegetable garden that you can apply to your investment portfolio. And lessons learned from investing that you can apply to your garden. The Joy of Gardening The Joy of [...]

  • DJIA image with people

What is the “Dow” and what does it mean to me?

June 5th, 2019|0 Comments

Any investor who has listened to the morning radio or turned on a television during the week has heard the performance of the Dow Jones Industrial Average. The investing media pundits seem to go into [...]

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