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Our Thoughts

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The Gift of Time

We can with careful thought, planning and execution bring some degree of certainty to a very uncertain time and place. We can plan proactively and take your dreams out of your head or off of your excel spreadsheet and make them a living breathing legacy that will with stand the test of time.

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Abundant Blessings, Ernest Hemingway & A Table for Fourteen, Please

Getting beyond the proverbial four walls was a true gift of the season for our family and dear friends. After a cancer battle with my daughter Megan, followed by two years of COVID, it was the celestial nudge and absolute reminder of how truly blessed we all are. It was a reminder that life can and often does change in very unpredictable ways. It was also a reminder that we all need a plan and need to be deliberate and thoughtful in how we create that plan.

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Circle Up, It's Time To Plan With Purpose...

As we all gather around the Thanksgiving table this week, it is a powerful nod to life, to those we love and to the abundance that we share as family, dear friends & Americans. It is also a reminder of the collective responsibility that we have to one another, particularly those less fortunate.

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Bodysurfing with the Sandwich Generation

Enjoying the beach this week, I found myself reflecting on the joy and freedom of one of life's great gifts, bodysurfing! If you find yourself raising young ones while caring for older relatives, you're a parent who goes above and beyond. Here are a few things to help sidestep the financial stress of doing so.

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