March 2017

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The Big Mistake.

Home Depot. Comfree.com. Downloadable will kits. What do these services have in common? They promote DIY or do it yourself. Sometimes DIY just doesn’t make sense and you would save yourself time, money and anxiety by working with a professional. Mike will discuss how the services of a professional can go a long way!

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Twenty-Five Years of Financial Insights(Part 9: Financial Lessons from the “Passed”)

One of the great things about being a financial advisor for 25 years is that you get to meet some amazing individuals. Unfortunately some of them pass away too soon. They may have been my clients, but it is often I who become the student, learning from their exemplary actions as well as a few cautionary tales. Though the individuals may be gone, their lessons live on. Here are some of the most important ones I’ve learned over the years.

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