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Go Ahead, Dream A Little – Better Yet, Dream A Lot

Monday we celebrate Dr. Martin Luther King JR.  When I look at our calendar, there are not a lot of people who get a whole holiday to be celebrated.  When I look at the common thread among those that get a whole day to be celebrated, whether it be Presidents,...

Familiar – The Antidote to Abnormal

When I am working with clients who are going through a big life change like the passing of a loved one, divorce, or retirement, there is a common feeling among them. This is not normal. Nothing feels normal. What is normal anyhow? And yet, they all talk about getting...

Three Financial Tips Before You Travel Abroad

Great News!  You have decided you want to spend some time in another country.  There are a number of things to discuss with your financial planner to understand how the added expenses of traveling abroad fit within your annual budget, and whether your planned travels...

Choosing A Place To Live Abroad

Planning to live in another country, even for a short while, is an exciting idea and can be an opportunity to have great conversations with your partner and your advisors about the possibilities. As with all financial decisions, it is important to make sure you and...

What To Do When A Scammer Files An Unemployment Claim In Your Name

Amidst the Coronavirus pandemic, there has been a spike in fraudulent unemployment insurance claims filed using stolen identities.  People learn about the fraud when they get a notice from their state unemployment benefits office or their current (or former) employer...