Activity is relatively slow around here this week, and it always puts me in a meditative mood. Thanksgiving is nice because it’s not quite yet the “calm before the storm” which the December holidays represent (right before tax season, as they are)....
Imagine …You are ripped from your childhood home while young and trafficked across the ocean to a country where you don’t speak the language. You are sold to practitioners of a religion that you don’t understand, and there is no apparent possibility...
Do you remember that old Visa commercial? It had quite a run during sporting events about a decade ago … everything in the restaurant/market is running smoothly — chefs are shipping up meals, customers are moving in an orderly fashion, credit card...
The autumn leaves are changing, and “the most wonderful time of the year” is right around the corner…I’m guessing tax season isn’t exactly at the front of your mind.But it should be! (At least in the top five things at the front of your...
Family can take so many different forms these days, whether it’s biological or otherwise, but for a certain segment of my Greater Columbus Ohio clientele, there is a particular privilege that might kick in this week:The parent tax.If you have children, what...
Yes, there is chaos in the political world. Since it’s not related to our vocation around here, I’ll withhold comment, and let’s move on to a happier conversation.Paying for college.(Yes, that was sarcasm.)So much ink (and an abundance of pixels) has...
You probably already know this.If you’ve ever faced the pain of climbing out of the hole of an IRS debt, then you also realize that you get on all of the databases for debt consolidation and an abundance of over-aggressive marketing companies who want to take...
When it comes to your money, you’re either spending, saving, giving or investing. I know that many of my Greater Columbus Ohio clients are doing all four, which is always wonderful to see.The last one, investing, is the one I want to focus on today. I talk a...
Technology has certainly shifted our society over the last 15 to 20 years — you can see it right here in the Greater Columbus Ohio area.So much so, that it’s time we discuss estate planning with a technological twist.Before we get there though, may I offer...
The stock market has caused some alarm as of late. Will investors wake up panicked or encouraged tomorrow? It’s hard to say.But one thing is clear: basing your peace of mind on market signals is no way to live.That said, I’d love to see my Greater Columbus...
