Planning for the Unexpected

We have had the unfortunate honor of working with many widows – both young and old, breadwinners and stay-at-home mothers.  Whether there’s any warning or not, the death of a spouse is a tragic loss, but you can help your loved ones by making sure these...

Financial Health

The relationship between your financial health and physical health are interwoven and very similar. With both, if you feel scarcity, the more time spent ruminating about it.  When your health fails, it can be all consuming.  Having trouble financially, the mental...

DFA Continues Cutting Edge Academic Research

One of the main reasons we have chosen to utilize DFA (Dimensional Fund Advisors) as our primary investment/mutual fund strategy is their scientific approach based on ongoing academic research.  Below is an excerpt of their newest “dimension” of investing.  We look...

Gratitude Through My Personal Storm

As many of you are already aware, I had been out of the office due to the sudden illness and passing of my mother in December.  After the emotional struggle of losing a loved one, I was once again sidelined with back pain and subsequent surgery which helped immensely,...

Post-Storm Cost May Force Many From Coast Life

As many of us continue to cope with the aftermath of Hurricane Sandy, this NY Times article (http://www.nytimes.com/2012/11/29/nyregion/cost-of-coastal-living-to-climb-under-new-flood-rules.html?pagewanted=1&_r=1&ref=todayspaper&) examines the costs that...