The Number

Oh, The Number. If only I had a couple of dollars for each time I have been asked that question, I’d be pretty wealthy. You know the one. How much money do I need to retire? What is The Number? My learned and quick response has become, “I don’t know.” Turns out, The...

What I Wish For You

The other night, I had a long telephone conversation with a good friend from college. We caught each other up on the past few months of our lives, had plenty to say. Unfortunately, he told me his sister, not yet 50, is sick again with cancer. She is not expected to...
End-of-Year Tax Planning 2022

End-of-Year Tax Planning 2022

Tax planning should be an on-going practice of yours, something that take’s place year-round. But now is as good a time as any to consider potential tax saving strategies before the end of the year. It’s not how much you make but how much you get to keep… For...
Social Security, The Basics

Social Security, The Basics

Social Security, the when, the how and the what can get really deep in weeds. Entire books have been written about it, there are spreadsheet calculators designed to maximize your benefit and countless webinars and workshops to educate you. Let’s just get to basics...
Simpler Is Better

Simpler Is Better

A long time ago in a galaxy far, far away… In the early 1300s, a boy named William grew up in a small village in the county of Surrey, nestled deep in southeastern England. From a young age, William was curious about life and the Catholic Church. He entered the...
Don’t be Razzle Dazzled

Don’t be Razzle Dazzled

In the early days of World War I, before the United States Armed Forces got involved, German U-boats were torpedoing and sinking British and American merchant ships at a rate of about 50 a week. The toll was huge. The U-boats were raining hell in the north Atlantic,...