“Improvise, Adapt and Overcome” is an unofficial mantra of the Marine Corps, and even though Clint Eastwood borrowed this phrase for his movie Heartbreak Ridge, I didn’t hear it there. I caught wind of this slogan from TCI President Catherine Nichols, who often hears similar words uttere...
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I wrote this article back at the beginning of 2020. Before social distancing, when we could still buy tickets for Spring Training games, and before many of us were actually tapping into our emergency fund. Now is a great time to really prioritize your Emergency fund as part of your Financial Plan to...
Americans have long been among the most financially generous people in the world, a virtue that has been very evident to me in the nearly three decades I’ve been working with clients as a financial advisor. Many of my clients have created big-hearted bequests in their wills in the hopes of using t...
Shoulder to shoulder with eight of the most competitive athletes in the sport, I sat astride my bike at the starting line on a raw December day in Lexington, KY, waiting for the gunshot that would unleash this testosterone-fueled tornado. Behind me was a crush of eighty or so cyclists, waiting for t...
Updated August 16, 2022 During a meeting a few years ago, I posed a delicate question to a client in his 80s. The client, an artist, lived alone in a home full of treasures, but the house was getting difficult to maintain. “Would you consider downsizing?” I gently asked Jim Howard. Downsizing is...
Updated: June 27, 2022 The heat and humidity are starting to settle in and that means one thing in Southern Arizona, people are finding their way out of town. Some will go for a few quick trips but many may be gone the whole summer. As an advisor, I enjoy hearing about summer plans from […]...
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