Missions

Namaste Investing

This is an opportune moment to take a deep, calming breath and draw wisdom from timeless and sagely teachings.

Briefings - The Economy

Monthly Economic Update: February 2025

Wall Street saw stocks tumble mostly lower in February after strong returns in January as investors worried about the economic impact of tariffs, inflation, and rising geopolitical tensions.

Briefings - Markets

AI: Is it Cheating?

AI may be a short term productivity boost, but may create longer term problems in the future for many industries.

Retirement

Are You Prepared? Unplanned Early Retirement

Don't wait for an unwelcome surprise. Take steps now to help ensure your overall financial plan considers the "what-if" of an unexpected early retirement.

Insurance

Home Insurance – How Much?

There is no easy solution to the problem of climate-related disasters as they continue to grow in number and intensify, causing insurance premiums to rise.

Taxes

Charitable Gifting Your Life Insurance

Life insurance allows you to make a much larger gift to charity than you might otherwise be able to afford.

College Planning

New Options For College Savings

Starting in 2024, extra funds in a 529 plan can be rolled over to a Roth IRA for the same beneficiary.

Estate Planning

We Need To Plan For The Inevitable

Taking the time to establish a comprehensive estate plan offers peace of mind for you and your loved ones,

Elder Care Planning

It Would Never Happen to Me, Would It?

The world is becoming increasingly dangerous to innocent people, as a new ecosystem of sophisticated scammers trolls for victims and awareness is key.

Investing

Namaste Investing

This is an opportune moment to take a deep, calming breath and draw wisdom from timeless and sagely teachings.

Basic Training

Insurance Part 1 – Basic Training

In this Basic Training series we look at some of the important types of insurance.

Financial Planning

U.S. Homes Are Surprisingly Affordable

While it may be a complicated calculation, U.S. homes, on average, are among the most affordable in the world.