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Conventional financial wisdom has failed you and me.  Come along on this ride with me open your eyes to the reality of money, and how to remake your financial life into what you want...I may even have a few tidbits of personal wisdom from my travels for you from time to time.

 

Friday, August 16, 2019

If you ask an economist what makes them toss and turn at night, chances are they'll tell you, "Fear of missing the warning signs of a recession." After all, for anyone who studies the economy for a living, few things could be worse...

 

Monday, June 10, 2019

What to do with retirement accounts held in previous employer plans? Not so long ago most folks would get a job when they completed their schooling and stay at that same employer until retirement. I have an Aunt and Uncle who did this....

 

Friday, May 17, 2019

Normandy. D-Day. Operation Overlord. The events of June 6, 1944 are known by many names, and have been commemorated in countless books, dramas, and documentaries. You've seen the pictures of GIs wading through rough, freezing water...

 

Friday, March 1, 2019

Is it just me or can life just seem like drudgery occasionally? Sometimes I just sit back and wonder how I am going to keep all these balls in the air....family, work, community, etc...and frankly some days it is overwhelming. Don't...

 

Thursday, January 24, 2019

Every January, it's customary to look back at the year that was. What were the highlights? What were the "low lights"? What were the events we'll always remember? Most importantly, what did we learn? When we review 2018, it's possible...

 

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Wednesday, December 5, 2018

We have all said those words at some point in our lives, most of us within the last week! " I could never afford that!", or "must be nice to have that" or something to that effect. I was recently listening to a financial podcast and...

 

Friday, September 28, 2018

As many of you know I am a passionate bowhunter. I have been fortunate enough in my life to hunt many species of big game including Caribou, Moose, Mule Deer, Whitetails, Black Bears, and Elk. I have immediate plans to hunt Mountain...

 

Tuesday, August 7, 2018

In 1986, the second year that I had been in the life insurance business, something happened that changed the way that I looked at my job. I was asked to handle a death claim on a client that I had never met, or so I thought. Upon...

 

Thursday, July 12, 2018

As a volunteer firefighter for over 35 years I have learned that when the tones go out calling us to service that something bad has happened. My job at that point is to make the situation better as best as I can. I have been witness to...

 

Friday, June 8, 2018

I often ask my clients what money means to them...and the answers often surprise me. But there is one common theme in their answers that I have observed and it is this... "Money itself has no meaning. Money is an abstract concept. It...

 

Friday, April 6, 2018

I have written many hundreds of comprehensive financial plans in my career. The hardest part of a financial plan is actually doing the work to accomplish the objective! Much like a weight loss or fitness program...It starts with the...

 

Thursday, April 27, 2017

Every year around the first of the year, my family and I each do our "dream board", which helps us all get focused on what we want to accomplish and experience in the coming year. If you are not familiar with the concept it is simple....

 

Monday, March 20, 2017

On a recent trip to Salt Lake City for training, I decided I wanted to buy some new ski boots. For those of you who are skiers like me, you know the Wasatch Mountain range has arguably the best skiing in the world, and is home to some...

 

Monday, January 16, 2017

Just last week, I had the pleasure of taking my family on a Carnival Cruise to the Bahamas...It was a surprise to my two boys, Tanner and Cameron, and they didn't know about it until we were ready to board the ship. What fun to see the...

 

Thursday, October 20, 2016

For those of you that know me, you know my Vermont license plate reads "FULLDRAW". If you are an archer or bowhunter, you probably have some idea of what that means...but I challenge you to read further to find the true, deeper meaning...

 

Monday, October 3, 2016

Like many of my fellow Vermonters, I love to hike. In fact, my wife and I just returned from a weeklong adventure in the Pacific Northwest to celebrate Jill and my 15th wedding anniversary, and it included a lot of hiking. Hiking is...