Recent Articles

Leaving a Legacy

Recently retired Ross and Penny have an estate planning challenge. They’ve accumulated a comfortable net worth, with a good portion of it in liquid investments. …

How Now Horatio Alger?

Horatio Alger1 was an American writer of novels about impoverished boys rising from humble backgrounds to middle-class security and comfort through hard work, determination, courage …

History is a Good Teacher

Like many young adults, Lindsay took what her parents had to say with a grain of salt when it came to money. A new college …

Empty Nests and New Beginnings

The term ’empty nest’ evokes different feelings for everyone. It may have happened way too fast or maybe it took far too long, but with …

Emerging Opportunities

When pondering the financial impacts of the Covid-19 quarantine and the resulting global economic shutdown, it helps to visualize dropping a pebble in a pool …

Most people mistakenly believe that they will never fall victim to financial or identity theft. The sad reality is that billions of dollars are lost …