FAQs of a Financial Planner

As a financial planner, I can’t tell you the number of times I’ve heard, “I think we’re making good decisions, but I don’t really know.” In that situation, it’s hard to feel confident you are doing th... Read More

Why Difficult Conversations Matter

Many people fear broaching the subject of race and even avoid having this difficult conversation. We’re scared of making matters worse, feeling attacked or criticized, coming across as ignorant or une... Read More

Tempus Fugit – Time Flies

A little over eighteen years ago, my wife and I welcomed our first child into the world. Later this month, we will be dropping her off for her freshman year of college. Where did the time go?! As I re... Read More

Let’s Banish the Boring Bio

I’m often asked to write biographies of key executives for company websites, proposals, and similar uses. And all too often, I’m asked to rewrite them because one of those executives insists they must... Read More