Insights

In March 2024 a Florida jury awarded $7.4 million to four people injured when a 19‑year‑old driver hydroplaned and crossed the center line.[1] The young man carried a $250,000 auto‑liability limit;...

Who’s Really Paying Your Advisor? When I worked for a large broker-dealer, a scenario regularly troubled me. A particular investment or annuity product might offer me a substantial commission. At...

I know there are lots of things to do this time of year as we celebrate the holidays. However, it is also a really important time to reflect on your financial goals, to catch any important...

When you think of generosity what comes to mind? Is what comes to mind something that others do? Or maybe, you think about something you received. Is this word something that brings joy when you...

How does the thought of debt make you feel? In my own life I have experienced many emotions with debt. Usually, the thought of debt doesn’t bother me much when I am considering a new purchase that...

What emotions do you have when you think of your finances? This is an interesting question when we take time to be really honest with ourselves. I have asked this question to numerous clients and...