Broker Check

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Money is an important tool in the lives of our families.  With it, we have the ability to make more choices.  Without it, life can feel limited.  Like it or not, our financial lives may be inadvertently woven into the financial lives of family members, even those who do not live in your homes.  Aging parents, adult children, aunts, uncles, grandparents and others may need your help one day and sometimes this involves money, yours and theirs.  It is important to understand what is going on in the lives of those for whom we may be responsible for one day.  As each member of a sports team must know the plays, the strengths and weaknesses of each team member, so must we bring the same understanding to our families including the financial aspects of their lives.

 

Wednesday, July 31, 2019

What have you been putting off? Saving for retirement? Getting a valuation on your business and creating a plan? Applying for life insurance? Getting that medical test checked off of your list? The days may be long but the years go by...

 

Tuesday, July 16, 2019

Publix has a brochure in their entryway called Prepare for the When - Hurricane Readiness Guide. It's not called Prepare for the If. The Atlantic hurricane season lasts from June 1 to November 30. Hurricanes will not probably happen....

 

Sunday, July 14, 2019

My family and I had the honor of being invited to a 30th business anniversary celebration last night.

 

Wednesday, July 10, 2019

Walking on a fishing pier in the ocean provides a birds-eye view of the sea and the sky. On a calm, sunny day, you can see for miles. Down below, the perspective from the beach is much different. Instead of an endless horizon, what...

 

Monday, July 1, 2019

The roads that we travel with our families are filled with twists and turns. The distance from one milepost to another can seem endless when we are going through challenging times or pass by in a flash when things are going smoothly....

 

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Friday, May 31, 2019

As a recent graduate from Georgia Tech with a degree in IT Management, I was surprised and happy when one of our oldest sons, Brad, asked me if he could work for me this summer. If memory serves, the Actual question that he asked was...

 

Tuesday, April 16, 2019

While past successes and failures do not guarantee what may happen in the future, they can offer much wisdom. This report takes a look back at events in the stock and bond markets over almost 9 decades. Click below to request a copy

 

Monday, January 14, 2019

Often times in life, the most important things in life are the most difficult to do. Having someone beside us who can help us see the future that we envision can help us get and stay on track.

 

Monday, January 14, 2019

Where are you now? Where do you want to go? What needs to happen for you to get there?

 

Friday, January 4, 2019

Family Family...for better or worse, he relationships that we have with our spouses, parents, siblings, children and others close to us have great impact on on our lives, sometimes in ways hat we may not be consciously aware, like our...

 

Friday, January 4, 2019

Why is it that the things that we know that we need to do to move us closer to where we want to go can be the hardest things to do?

 

Friday, January 4, 2019

 

Friday, January 4, 2019

 

Friday, January 4, 2019

 

Friday, January 4, 2019

While we may be capable of doing our own taxes, drawing up legal documents through an online program or negotiating a real estate contract, should we, really? In many cases, utilizing the knowledge and resources of seasoned...