2021 Outlook

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January 2021

A new year offers a welcomed turn of the calendar and a fresh start. However, it’s difficult to put 2020 completely behind us just yet because the COVID-19 pandemic still presents a significant threat. Healthcare workers continue to perform heroically, while the rest of us must...

Happy New Year

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Let’s work to make 2021 a Happy New Year.

It’s time to take a deep breath and a focus on the actions, activities and results that will provide us with real satisfaction.

One way to help make that happen is to set realistic goals that won’t discourage us in a week.

Health is a great place to...

July Outlook

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The July Fourth holiday will be very different this year. Although it’s a time to enjoy family and friends, and maybe even watch some fireworks, social distancing and a new wave of COVID-19 cases also may take a seat at the picnic table. We all continue to believe our doctors and medical community...

Investor Behavior in Times of Uncertainty and Stress

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Overcoming Market Fear with Discipline

Investor behavior can be the most important factor in the success or failure of your investments to help you reach your financial goals. Warren Buffet has been quoted as saying, “We don’t have to be smarter than the rest. We have to be more disciplined than...

SECURE Act Implications for Inherited IRAs

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An Important Consideration for Estate Planning

We are already one full month into the 2020 year, and I hope it is off to a good start for you and your family.

One of the new laws that took effect in January that has generated a lot discussion and opinions is the new SECURE Act (Setting Every...

Snow Days in the Golden Olden Days

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Trudging through the Snow Day Memories

There’s nothing quite like the first big snowstorm of the year to bring back the memories of “snow days in the old days.” My wife Margaret is the oldest of 10 children, so she has lots of snow day memories in her household, and I’ve asked her to share some...

A Small Sip of Luxury

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Acquiring a Taste for Cognac

If you follow me on Facebook, you may have seen my recent post about my adventure sipping a 100-year-old Cognac. Margaret and I have been learning more about wine for the past several years as a hobby. As a result, we have become friends with several individuals and...

My Heroes Have Always Been Cowboys

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Pick-up Trucks, Guitars and Mama

I have been enjoying watching the Ken Burns series on Country Music on PBS for the past two weeks. If you haven’t seen the series, I strongly recommend it. He is an excellent film-maker, and this may be his best. He says it is the only film he has made that has...

There’s a meme making the rounds on the internet that says, “Life Insurance is like fun…the older you get, the more it costs!”  After a summer jam-packed with activities, you might be feeling the cost of “fun,” just a little bit!

September is not only back-to-school month, but it is also designated...