I get this question often: “Should I pay off my low-interest mortgage or invest the money?” And the answer is: Yes. Well, yes, pay off your mortgage if we’re talking about your primary residence. I […]
Valentine’s Day is upon us. How about a gift for our loved ones that will really help them? Completing your estate and legacy plans is an action that can be immeasurably beneficial to your family. […]
Most of the stores and online retailers are giving us the “Christmas pitch”. Yes, it does start earlier every year. This isn’t just our imagination. I’m not a fan of Christmas decorations displayed as early […]
One of my dearest and closest friends passed away October 4th. Steve was diagnosed with pancreatic cancer earlier in the year. After a successful Whipple procedure (8½ hour surgery), my friend spent six weeks in […]
The COVID-19 pandemic has everyone’s life in a spin, that’s for sure. Yet as we all know, time marches on. Our children and grandchildren (and ourselves, for that matter) continue to grow older. Their financial […]
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