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July 4th for family and fun! – 2020

July 4th for family and fun! – 2020

Each summer, we can’t wait for vacation times and three wonderful annual celebrations: Memorial Day, Labor Day, and the Fourth of July! Picnics, BBQ, lots of other food, fun, and fireworks! What are the traditions at your house? I have memories of growing up and...

How to prepare for something that hasn’t happened before – 2020

How to prepare for something that hasn’t happened before – 2020

This month, I would like to talk about the elephant in the room. The nation’s Black Swan Event. Well, really the world’s Black Swan Event. In the past, we have almost always been able to point to something we, as humans, did to mess up the stock market. World wars,...

Switch Please!!! – 2020

Switch Please!!! – 2020

We get this question of switching from plan to plan on a regular basis, especially with folks that develop insulin dependency. Gordon has been our client for years and called one day out of the blue with a big question. He had developed insulin-dependent diabetes and...