2020-06-18T23:42:30-04:00

Plan to Fail

Warren Buffet famously says, “An idiot with a plan can beat a genius without a plan.” Planned events like weddings, birthdays, and funerals are the cornerstones of life. But even the best planning can’t shield us from life’s inevitable curve balls, the disappointing realities of divorce, unemployment, and financial loss. Failure will happen.

2020-06-18T23:40:47-04:00

Sit, Stay, or Travel?

The kids have moved out and it’s time to start checking some items off your bucket list. Finally, you have the time and flexibility to travel. Perhaps you dream of traipsing across Europe, or touring America’s National Parks. Maybe, it’s time for that extended visit with your snowbird friends in a warmer climate. The possibilities seem endless, except…what will you do with the dog?

2019-05-15T13:37:15-04:00

Estate Planning – From transaction to relationship

How would you like to be remembered? Will your co-workers only remember the accolades and promotions you received at work? Will your family only remember the amount of inheritance you left to your beneficiaries? Or, will loved ones recall the characteristics that made you a caring friend, a loving spouse, and a patient and present parent?

2019-04-01T21:29:24-04:00

Joyce’s Syncope Story

Fainting has long been associated with 18th century women who wore their corsets too tight. “Why goodness, I feel faint,” was a common line in old movies or romance novel. So, as a woman who regularly ran three to five miles and lifted weights at the gym, as a woman who thought she was pretty tough, I was surprised when I started fainting.