Quarter In Charts – Q1 2022
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Quarter In Charts – Q1 2022

We just completed Science Fair season in our house – whew! Finley (age 12) tested different ratios of Corn Syrup to Sugar to determine the optimal recipe for homemade marshmallows (I take all the credit for the title: “Who Wants S’more Marshmallows?”) Going into the project, she had no idea which recipe would make the…

5 Item Checklist For New Dentists
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5 Item Checklist For New Dentists

Swimming has specific markers that you can use to predict someone’s potential. For instance, if you were to judge a group of strangers from afar to see who had the most significant swimming promise, you would look for physical markers that set them apart before they even got in a pool. These markers would be…

Kids & Money – Greenlight: A Solution to Help Kids Save, Spend, Give & Invest
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Kids & Money – Greenlight: A Solution to Help Kids Save, Spend, Give & Invest

A couple of years ago, I wrote a blog post about how my wife and I are teaching our three kids about money. I covered the basic principles we’re trying to instill (Simplicity, Giving, Discipline, Compounding, Enjoyment, Responsibility, and Hard Work) and how those show up practically.  While we have loved teaching these principles, the…

Three Financial Planning Strategies During a Down Market
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Three Financial Planning Strategies During a Down Market

I remember the first time I had the wind knocked out of me. The day was unseasonably warm, and I was 8, lying in my dad’s arms in a hammock. I started to doze off and rolled out of the hammock, falling back-first onto the Mexican tile. I remember gasping for air, but I had…

Individual Focus: Coronavirus Aid, Relief, and Economic Security Act (CARES)
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Individual Focus: Coronavirus Aid, Relief, and Economic Security Act (CARES)

Disclaimer: We’ve pooled several resources together to give you a comprehensive look at the new developments in tax and unemployment law changes since the onset of the Coronavirus. However, do not consider any of this to be tax, legal, or financial advice. We would be happy to talk with you more about your specific situation,…

Small Business Focus: Coronavirus Aid, Relief, and Economic Security Act (CARES)
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Small Business Focus: Coronavirus Aid, Relief, and Economic Security Act (CARES)

UPDATED: Note the updates to the PPP Section Disclaimer: We’ve pooled together some resources to give you a comprehensive look at the new developments in tax, lending, and employment law changes since the onset of the Coronavirus. However, do not consider any of this to be tax, legal, or financial advice. We would be happy…

Aging Isn’t For Sissie (Part 2) – So Many Choices, So Little Time
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Aging Isn’t For Sissie (Part 2) – So Many Choices, So Little Time

In my previous blog post, I gave several examples of families caring for the elders in their lives. Today I want to look at a few of the many options available. I’ll cover traditional options like Senior Living and Continuing Care Retirement Communities along with lesser-known options like “Golden Girls” Shared Living, and even something new called…