My Pandemic Silver Lining
While this has been a tough time for all of us, even during the pandemic, people have found the silver lining of family Zoom gatherings.
We want you to know
Update: Unemployment Insurance Fraud & Identity Theft
In May, the U.S. Secret Service reported a massive fraud against state unemployment insurance programs with estimated losses in the hundreds of millions of dollars. This is thought to be a well-organized Nigerian crime ring exploiting the COVID-19 crisis. They…
Planning Your Post-COVID-19 Life
Navigating through this crisis has been a “hard climb” for all of us. We have a short list of some things to consider in a Post-COVID-19 world.
And now for your summer enjoyment
For centuries, humans have sought out ways to deal with the heat of summer. Let’s find out where ice cream came from.
The Power of the Arts to Elevate Life During Quarantine
We have missed live theater, dance and music, but we have a few virtual options for you to enjoy from home.
Happy 4th of July!
On this Fourth of July, enjoy some fun facts about the Stars and Stripes as well as a little Quiz to test your knowledge.
The Benefits of Productive Work
While we are planners and not psychologists, we do have the benefit of observing the behavior patterns of a homogenous demographic group. This assists us in helping clients work through challenging times. Since we have been around over 30 years,…
How Exciting is Your Ride?
The volatility of the market this year has been a classic example of how Portfolio Theory works. We explain!
The Science of Happiness
Last fall, Rick and I had the opportunity to attend a conference hosted by eMoney (our financial planning software company). I expected excellent technical training and information; I did not expect the keynote speakers’ focus on human psychology. I came…
Unplug from News and Social Media
With all the stress in the news, perhaps it’s time to unplug from the news and social media. We have some suggestions for other ways to spend your time.