This month, I wanted to share some life lessons I’ve gathered over the years—not technical knowledge or detailed regulations, but the kinds of insights that shape how we approach life, relationships, and the decisions we make. I’ve learned that most people don’t care about the intricate details of selecting...

As I reflect on the moments of Thanksgiving and the warmth of the holiday season, I am reminded of the importance of gratitude, connection, and community. It’s a time to pause, to appreciate the abundance in our lives—not just in material terms, but in the richness of the relationships...

I learned an important lesson about decision-making when I hired a promising associate many years ago. This person had attended a great college, was caring, and a hard worker. The training I provided included learning the technical parts of what we do, how to communicate with individuals, and how our...

I am angry and upset. Twice within the last week, I learned from peers of mine that clients of theirs have had their personal information stolen, which affected them financially and emotionally, and has become the sole focus of their lives as they try to fix what these thieves did...

The concept for my notes to you is to share the “wisdom” I have gained working in the financial services industry. Today I would like to share with you one of the more frequent questions I am asked, along with some thoughts regarding: How Long Should You Continue to Support...

The other day, I heard the words that sent chills down my spine and acid churning in my stomach: “Honey, the TV’s not working.” Please feel free to substitute TV for the internet or (yes, we still have a landline) the phone. When I hear those words, I am sure...