You probably have an emergency kit in the trunk of your car or in the storage space in your SUV. Jumper cables, flares and other tools come in handy if you get in an accident or are stranded on the road. If you’re an exceptionally cautious person, you may also have an emergency kit in your home. Batteries, flashlights, bottled water and other essentials can be lifesavers in case you lose electricity or other vital...

One of our responsibilities as an investment advisor is to help you put market news in its proper perspective, especially when the media is reporting global market corrections in the wake of political events. If you’re reading or watching the popular press, you’re seeing a lot of storm and fury having to do with the new presidency, Brexit, rising interest rates, and general uncertainty of what is to come. As the popular media scrambles to...

Finding the path through life’s transitions The Sherpas of Nepal spend their days guiding eager and daring travelers up the treacherous paths of Mount Everest and other peaks of the Himalayas. What they have witnessed in a month is likely more terrifying than what most of us have experienced in a lifetime. And yet, they continue on. Day in and day out, acting as guides to thousands of visitors per year. I admire these Sherpas....

According to a recent Stress in America survey conducted by Harris Poll for the American Psychological Association, money has been the number one source of stress in our lives since the survey began in 2007, beating out work, family responsibilities, and health concerns. Could developing healthy money habits and good financial skills help your children have happier, less stressed adult lives? Nathan Dungan, founder and president of Share Save Spend, developed a financial education program...

The turning of the calendar year is a great opportunity to create a list of resolutions that can improve your life. I am going to leverage my Holiday practice making lists and checking them twice to help clients make sure they have a 401k or 403b Plan that is working effectively for both the employer and the employees. So here is my list of New Years’ Resolutions for a retirement plan: Check Your Plan Participation...

As we enter a new year we often reflect on the successes of the prior year (as well as not so successful moments) and we look to improve in the coming year. Resolutions about our habits (good and bad) are often made. No matter what type of changes, if any, you have chosen to make this year, they all come down to two things happiness and success. So what does that mean to you? If...