Undoing Social Security decisions
As published in the Racine Journal Times | February 4, 2014 Have you ever made a decision you later regretted? Wouldn’t it be nice if you had a chance to…
An appreciative year in review
As published in the Racine Journal Times | January 1, 2015 Before writing this article on an appreciative year in review, I went through the exercises I’m going to describe…
The season for asking
Charitable giving can start small As published in the Racine Journal Times | Dec 3, 2014 It’s common knowledge the period of time between Thanksgiving and the end of the…
Retirement income for surviving spouses
As seen in the Racine Journal Times | November 5, 2014 One of the biggest financial changes we see in our clients’ lives is the death of a spouse. Besides…
My first prediction in writing
As published in the Racine Journal Times | October 1, 2014 I’d like to share a prediction in this month’s column with you. I think stock prices will go down…
Sharpen your business pencil
As published in the Racine Journal Times – September 4, 2014 Now that it’s back to school time, children aren’t the only ones who should be thinking about learning. Whether…
Social Security – A history of change
As published in the Racine Journal Times | August 6, 2014 The Social Security Board of Trustees released their annual report a few weeks ago indicating the program is projected…
Helping aging family members ensure they have plans in place
As published in the Racine Journal Times | July 3, 2014 Is it likely you or someone you know will need help as they age? Have you done anything to…
My pilgrimage to Omaha reinforced a long-term perspective
As published in The Racine Journal Times | June 12, 2014 Last month, I had the opportunity to travel to Omaha, Neb., for the annual shareholders’ meeting for Warren Buffett’s…
Hassle-free home sales
As seen in the Racine Journal Times | April 30, 2014 Driving around Racine, I often see homes for sale that have been listed for well over a year. I…