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The State of Financial Well-Being in America

The Consumer Financial Protection Bureau recently published a first of its kind view into the state of financial well-being in America based on data collected in late 2016.  Being a financial advisor to individuals I consider to be upper middle class or wealthy, it...

Congratulations (Or Not…) You Might Live to Be 100!

The headline is pretty exciting if you look forward to years of travel, reading, golfing, spending time with children, grandchildren and great grandchildren. Unfortunately, many of us will struggle with wondering, “Can I afford to live to 100?” This blog comes from...

An Employee Benefit HR Shouldn’t Ignore

If you are an employee, you have come to expect health insurance and a way to save for retirement through your employer plan. Large fortune 500 companies are more likely to offer these programs than a local small business. While employees have access to benefits that...

Financial Planning for Fido

Berger is our 2.5 year old rescue dog. We think he might be an Australian Kelpie Cattle Dog from the streets of West Virginia. When we first brought him home from the shelter last August he wouldn’t stop shaking in fear. It took him at least 6 months to finally come...