Monday, September 30, 2019

Retirement Patchwork

Depending on your age, this may be a bit of a stretch, but go with me on this for a minute: picture retirement. 

Friday, September 27, 2019

Getting Together Online

Love is in the air…And the wind that brings it is changing.  In fact, according to this study by Stanford University, that change is coming at a record pace. 

Wednesday, September 25, 2019

Grandmother's Account Book

Not long ago I was meeting with a client, and she pulled out a little handbook. In that book were pages of monetary figures. When I asked her about the ledgers, she explained that this is how she helps her grandkids understand and keep track of their money.

Monday, September 16, 2019

Crypto Legitimacy?

Most investment managers and financial planners avoid bitcoins as an investment or a currency, for a few reasons. 

Friday, September 6, 2019

Out of Africa

Recently, a client and her husband got back from a 2-week safari trip to Kenya and Tanzania. As she regaled me with stories from their travels (and there were many, as you can imagine), we happened upon a subject that she’d found particularly interesting. 

Kenya, she said, was far more English than she’d expected. 

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