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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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...
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 ...
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...
We’re not the biggest gift giving household on the block, but my wife keeps asking me what I want for Father’s Day and I haven’t been able to give her a concrete answer. It could be because I’ve been focusing on a bigger idea lately, mindfulness. Like most things these days, my kids are the ...
I mention the power of time a lot on this blog, but I really can’t emphasize it enough. Without a doubt, it’s the most powerful asset a young investor has. Another advisor was relaying a terrific story to me the other day that applies here. He has a client in his mid-90’s who received ...
TCI helps clients navigate through all kinds of changes, but retirement is most often the major life transition that causes people to seek us out in the first place. As any client knows, there are countless numbers and scenarios to run through to make sure one is on track to achieve their goal, but ...
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