Blog

THE DEATH LETTER

It always arrives unannounced. Mixed in with the Pottery Barn catalog, bills, and offers for a new paint job for the house. A hand addressed envelope from my father - I open it right away and then realize it’s the ….“Death Letter”.

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CONSIDER HOURLY CONSULTING

Some folks enjoy doing it themselves. Some situations don’t require the constant oversight of an advisor. Some are just getting started and only need…

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WISDOM FROM BEHIND THE PLATE

I was in NYC on a business trip the day Yogi Berra died, September 22nd. Traffic in and around the city was slow so I spent a lot of time in the car between meetings and listened…

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PUZZLING QUESTIONS – Social Security 101

Six faces, each with nine brightly colored squares- The Rubik’s Cube! A 3-D puzzle that was in the backpack of every kid I knew growing up. Instead of texting, this is what we did with our hands while watching TV….

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CAN’T GET NO SALES SATISFACTION

I just got a new car. What a terrible experience….

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HOME SWEET HOME

Our 15 year-old couches are torn and smell of “recycled” baby formula that lives deep in the cushions. Yes, these couches perfectly match the finger print smudged walls and stained carpets, but my wife and I decided it was time for a change.

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COUCH POTATO INVESTING

Urban Dictionary defines a couch potato as a lazy person who does nothing but sit on the couch and watch television. I really like the synonym they list -- a sofa spud. Encouraging someone to be a couch potato goes against my core beliefs, unless of course, we are talking about investing…

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THE FINANCIAL FOUR

This time of year it is easy to get swept up by excitement of college basketball. Diehards, the casual fan, and even those who haven’t seen a game all year will fill out a bracket and enter a pool. Without going through the entire 64 team bracket I thought it would be fun to come up with The Financial Four…

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FRANKENBERRY THREE XBOX FOUR SIXTY

I am a fan of the comedic stylings of Frank Caliendo. He is a master impressionist who rose to fame with his dead-on imitations of George W. Bush, Robin Williams and of course, sportscaster John Madden. Over the last few years it seems he…

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RUMBA -- ONE STEP FORWARD, TWO BACK

There is no right or wrong career path. We all just have our own path. It is unreasonable to assume every move will be perfect. A few weeks ago I wrote about some good career advice that helped me get launched. Today I would like to talk about some of the mistakes I made….

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FINDING YOUR THING

As I’ve written in a few other blogs, I believe your career is your great asset. This got me wondering about my own career. How did I get here? What worked and what would I like to do over if I had the opportunity….

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PASS THE TURKEY!

I love Thanksgiving- family, food, and football. (Please feel free to rearrange that order to your liking!) Pulling together the Thanksgiving meal is the ultimate cooking challenge….

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BRING IT!

I recently began the P90X exercise program. I did so many push -ups yesterday that it hurts a little to type….

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REMEMBER FRESHMAN ORIENTATION? NOW IT’S TIME FOR FINANCIAL ORIENTATION!

It’s a time of great anticipation and, perhaps even greater confusion. Freshman orientation. That first glimpse of the college campus. Checking out the dorm, locating classes, meeting new friends and observing the professors who will be exacting harsh demands for the next semester.

But don’t look now, Mr. or Ms. Graduate. With your diploma now firmly in your grasp, it’s time to face the real world. If you want to get off on the right foot for your career and the rest of your life experiences, it’s also time for financial orientation…..

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FLAP, FLAP LITTLE BUTTERFLY

Most people are familiar with the concept of the ‘Butterfly Effect.’ It’s the belief that a butterfly flapping its wings in one part of the world can lead to a tsunami in another corner of the world. One small act can start in motion a chain of events leading to outcomes with enormous consequences. Like the ‘Butterfly Effect,’ there are things you are doing today that could have a lasting effect on your finances…..

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FANTASY FINANCE: THE GAME AND THE STAKES ARE VERY REAL

My Fantasy Football team is called Double Trouble, named for my twin sons. After what looked like a promising draft my team is in trouble. Yet, even after a nail biting loss this weekend it is something that I very much enjoy.

I am not alone…..

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