Crypto Legitimacy?

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

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. 

Is Following the Rules Enough?

While on a flight not long ago, I noticed the lady seated next to me was reading the card in the back of the seat in front of her about the different airplane models and configurations.  It is not often I have seen that before, but in light of the recent issues with the Boeing Max Air I asked her if she was comfortable with the plane we were on.  

Health Savings Account Benefits: What's in it for YOU?

Determining the best healthcare coverage plan can be difficult. Often, consumers choose a healthcare plan without really knowing what the upcoming year has in store for their family’s health.

That kind of goes without saying, right? 

Retirement is Coming - Are You Prepared?

Hot off the presses! 

New research released by the Certified Financial Board of Standards, Inc. (CFP Board), in collaboration with global research firm Morning Consult, confirms that Americans are not prepared for retirement.