Security

Celebrating a Turnaround

Celebrating a Turnaround

  Low Expectations for Tennessee Last YearFor over a decade I had been referring to myself as a “long-suffering” Volunteers fan.  Like most of us, I felt sad when the University of Tennessee fired Phil Fulmer after the 2008 season.  He had been extremely loyal to the school and the program, and I didn’t feel he was treated well during…

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Protecting Identity and Assets

Protecting Identity and Assets

A few years back one of our California clients experienced a data breach at their local bank and became increasingly concerned about making sure their assets were protected from potential identity thieves.  These particular clients have English accents and it would be hard to impersonate one of them on the phone, but in any event we developed a special password…

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Plan Early, Plan Smart

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 a number of different challenges…

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