Lessons Learned from my Father’s Passing

Papa John and his grandson Jack at the Lookouts in 2008   When a loved one passes often those left behind are left wondering, “What do I do now?” or “How am I going to manage without him/her?”  Sometimes the shock is so great that it takes days, weeks or months to come up for […]

Lessons from Jack Nicklaus

A few weeks back, Jennifer and I took our kids to Boca Raton for spring break.  This break just happened to coincide with an LPL Financial trip rewarding its top ten percent of financial advisors and it was the kids first trip of this kind since Sydney and Jack were little.  I enjoyed getting to […]

How To Get The Best Answers

The Key is Starting with Great Questions When you read something particularly good, it’s hard not to want to share with everyone.  Many ideas are original but sometimes other ideas are just too good not to share.  Ben Carlson wrote a particularly good blog last month that I felt I should share with everyone and […]

The Do’s and Don’ts of Owning Employer Stock

Owning stock in the company you work for, can give you a feeling of ownership and “skin in the game” when it comes to delivering results to the bottom line.  For some, it has also been an effective way to accumulate personal wealth and a larger retirement nest egg.   While there are some pluses to […]

Got Milk?

**Since yesterday was a big down day in the market, I’ve got a quick thought at the end of this blog. Once upon a time in the country there worked a dairy farmer who was having trouble getting his cows to produce milk.  They seemed well fed but as the cows grew fatter and fatter, […]

Plan Early, Plan Smart

The old adage goes, “the early bird gets the worm.” The same rings true of financial independence. Those that start young are more likely to build substantial wealth over the course their lifetime. Those that wait may end up being forced to make concessions on their standard of living during retirement. Millennials are faced with […]