Fly Me to the Moon
“Fly me to the moon, let me play among the stars.” Frank Sinatra sung that great song in August of 1964 when the space program and dreams of setting foot on…
“Fly me to the moon, let me play among the stars.” Frank Sinatra sung that great song in August of 1964 when the space program and dreams of setting foot on…
A client was in the office recently and as we reviewed her retirement plan, she made one comment that stood out. She said, “My family always told me I’d never…
Puzzles. Symphonies. Synchronized swim events. The car you drive. What do these have in common? They are made up of many pieces, each of them requiring mastery, that blend together…
What keeps you up at night, financially? Is it having too much money in the bank? Too much income? Too many cars, houses, or clothes? Unlikely. One significant source of…
18 minus 64. The math doesn’t add up. It does not make any sense. What kind of financial planner comes up with a negative number anyway? And why take the…
CARE Act stimulus checks went out in April and families with special-needs members are asking questions about how to handle the funds. Last week, a mom called wondering what to…
“Starting to Design” is the second Building Block in my Blueprints series of workshops and the second chapter of my book, Financial Freedom for Special Needs Families. This Building Block…