Three Easy Calls

Three Easy Calls

by | Jun 10, 2023 | Blog, Featured

The first day of summer is but a few days away. If you’re like me, the summer solstice shows up when most of us have already morphed into the change of pace that comes with warmer weather. That is unless you live in Asheville, NC where our furnace fired up last week...
Mortality’s Inescapable Stare

Mortality’s Inescapable Stare

by | May 14, 2023 | Blog, Featured

A few years back, in one of those “out of the blue” moments, a call showed up on my phone from a senior client. Unexpected. On the weekend. Concerning. They both were both clients and decades-long friends. “We had to put John in the hospital yesterday and I wanted you...
Nurturing Client Confidence

Nurturing Client Confidence

by | May 1, 2023 | Blog, Featured

It’s more common now than perhaps ever before. We take a call from a client whose world seems to be turning upside down. The economy is adversely affecting their profession, a family situation comes out of nowhere, or they are second-guessing a major business decision...
Siblings and Their Aging Parents

Siblings and Their Aging Parents

by | Apr 16, 2023 | Blog, Featured

I remember the conversation well. “Michelle’s sister is responsible for her mother’s financial affairs,” her husband Bob reported. I quickly saw a furrowed brow on the wife and an edge to her husband’s normally smooth voice. Bob added, “I know she has ‘borrowed’...
I Don’t Do Lunch

I Don’t Do Lunch

by | Mar 13, 2023 | Blog, Featured

In 2015, Forbes published an article by Robert Laura titled “When Couples Argue About Retirement” which grabbed my attention. Laura noted the one, often overlooked part of a couple’s retirement plan: managing their relationship when work is in the rearview mirror....
Notions

Notions

by | Jan 23, 2023 | Blog, Featured

We humans live by story. Stories, like tributaries meandering into a larger river, flow and feed who we are and what matters most to us. And yes, more so now than ever before, voices heard and overheard, posts, blogs, and sound bites trickle ideas into our...