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!
Are you better than before?
Habits are a fascinating subject and the topic of a book called Better Than Before. This may be a good time to think about our habits and how to change them.
What has been unleashed?
In the real world, not all side effects of an opened box are bad.
A Sad Farewell
We say goodbye to our wonderful Client Services Manager.