Taxes as a Privilege

It’s year-end tax planning time. And when it comes to paying taxes, I am like most folks – not smiling when writing that check. However, it is a lot easier to pay taxes when you have some perspective. Approximately 8% of the world’s population lives in a developed country with clean drinking … Read more about Taxes as a Privilege

Setting Limits

While I prefer to exercise outside, I do go to the gym to build strength. My warmup is 18 minutes on the treadmill. The other day, I started thinking about why I run for only 18 minutes. What if I went to 20 minutes? Is that much harder? Or, is that the amount of running time I am used to? After … Read more about Setting Limits

Five Tips For Moms Doing Back To School Shopping

Last week, I got a phone call inviting me to be on News 8 to talk about back-to-school finances. I was grateful for the opportunity! The challenge was that they contacted me on Tuesday afternoon to be on the show on Wednesday at 8:45am. With that short of notice, I almost said “No.” However, I … Read more about Five Tips For Moms Doing Back To School Shopping

Second Best

In 2007, I decided that I wanted my passion for investing to be more than a hobby. That prompted me to interview with all types of firms. I wanted to start my career off perfectly by joining a prestigious firm with a strong brand name. My ideal firm was Merrill Lynch, which had a great reputation … Read more about Second Best

Doing It “All”

One of the questions I get from clients and colleagues is where do I find the time to do everything – family, business and fun? Life is indeed rich and full… and I love it that way. There are two things that allow me to fit so many things into my life: clear priorities and being present. The first … Read more about Doing It “All”

Imagining The Future

One would not describe me as an early adopter of technology. In fact, my dad called me in 2010 to tell me how cool the Apple iPhone is. He really liked the features and everything you could do with it. I told him: “You're such a hip and cool and young dad!” :-) At the time, I did not imagine … Read more about Imagining The Future