Stories
Stories
Holidays in Mexico
February 16, 2023
It is the middle of February and my wife and I are in Cancun, Mexico. Today is February 15, 2023, and the temperature is 28 …
Tax Credits and Tax Deductions
January 28, 2023
In my experience as a Certified Financial Planner, most of my conversations have been with clients who were wealthier than most. These clients usually worked …
Are You a Professional?
January 15, 2023
The theme of my blogs since I started writing them has been to share experiences and concepts that I have observed as being helpful for …
A Fable from Aesop
January 10, 2023
Aesop is believed to have lived during the 6th century BC. He was born disfigured and according to historical records, spoke with a stammer. Being …
Expanding your Influence (and Opportunities)
January 3, 2023
The reason that these blogs have been posted weekly for the past several months has been to provide my readers with some guidance and hope …