Don’t accumulate possessions…accumulate experiences. Yes, it sounds like strange advice coming from a financial advisor. On a daily basis I counsel clients to grow their assets, because one day they will be drawing from them. But as I cross another milestone – July 7, 2015, marked my 30thAnniversary in the financial planning profession – I […]
April 20th was my son, Philip’s, 23rd birthday. He didn’t ask for much…all he wanted was for Mom and Dad to travel to Williamsburg with he and Janae, his lovely fiancée, and “do the ropes course.” Sounded to me like a fairly simple birthday request, so I said, “Let’s do it.” What is a ropes […]
If you knew exactly how long you would live, what would you do differently? Would you travel more and work less? Would you start your dream business? Would you sell your house and live on a cruise liner? Would you spend all your money, or stockpile it to leave to your loved ones? In the […]