TCI Blog
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A Heart-to-Heart in the Wake of COVID-19
This summer sure felt different than last summer. For many there has been a gradual return to normalcy: a joyful family reunion, a long-postponed vacation or a breath of fresh air without a mask. Yet, as the summer begins to wane we’re reminded how precarious normalcy can be these days. Consid...
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Protecting Your Family and Your Wealth with Insurance Planning
Providing your family and loved ones a path to financial success requires looking at variables other than your 401(k) or IRA accounts. It forces you to look at the other pieces making up your financial plan, notably insurance. Insurance coverage comes in many forms: car, house, life, disability, hea...
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Pets – Companionship and Expenses
Recently I adopted a puppy. Her name is Georgie, named after Georgie White, the first commercial female river rafter in Grand Canyon. She is the cutest, most perfect pup that I’ve been daydreaming about getting since I was in college. She’s smart, she’s sweet, she bites more than I would ...
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The Value of Mental Health
As a diehard tennis fan, I jump to discuss tennis whenever I can. There are many life lessons to learn from the game. When tennis and financial planning come together, the nerd in me really comes out! Recently, one of tennis’ biggest stars caused a stir during one of the sport’s largest tourname...
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Considerations for Traveling with Medicare
Lately, there have been several reports of the staggering number of travelers due to the pent up demand from COVID quarantine. These reports reminded me that now might be a good time to reemphasize the importance of understanding your health insurance coverage when planning to travel, especially if ...
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10 Books to Add to Your Summer Reading List
Something I always look forward to is the Fourth of July holiday weekend. Half-way through the year and at the height of summer, it feels like we have reached a milestone and now must take some time to slow down, reflect, and relax. I look forward to spending time with family, I enjoy the heat, [&he...
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