Seeking Financial Guidance – Who to Engage
At some point in your life, you will need help with your personal finances, alive or dead. It’s hard to ask for help but even harder to ask when it
Articles
Seeking Financial Guidance
A Cautionary Tale of When to “Run, Runaway“ From competing priorities to lax data and security protocols, I’ll demystify who to avoid when seeking out financial guidance from professional advisory
Wily Texts
Every day it seems, we get more unsolicited texts. Ones that make us pause as we read them but then question if it could be real. I recently got several
The Secret Club
Over the last 17 months, I have been a “ghost” executor of an estate. While not officially named, I did most of the work, transitioning an IRA to inherited ones,
Navigating Travel
Some never leave the town they grew up in. Some travel to the same place every year. Some have never flown, only driven. Travel to new destinations is very personal
Competing Priorities
I’m taking you way back to your teens listening to the popular songs that you couldn’t get enough of. I was working at a local pizza establishment and each night
Cherry Blossoms and Taxes
They are inevitable every Spring. However, cherry blossoms are far more lovely to gaze at than pages upon pages of complex, repetitive tax documents we prepare and review each year.
Keeping Up With Technology
Within the last year, a fundamental shift has emerged. Keeping up with every latest technology is no longer something to strive for. Reddit had an interesting thread on this that
The Crater vs. CVL
There is a large sign alongside monotonous Highway 20 in Iowa on both the westbound and eastbound lanes that isn’t the typical DOT version. The sign, however, is not self-explanatory.
The Annuity and Alcohol
If I were to write only about the annuity, not many would read any further. Throwing in alcohol to make you curious how I will parallel the two is a