I've been wearing a Fitbit for almost two years now. Each day, when I've met my step goal, it gently buzzes to let me know - a "high five" of sorts. It syncs with my devices of choice and emails are sent automatically to let me know about various points of...
General Planning
Wisdom from a Yogi
Wisdom from a Yogi was originally published in the Knoxville News Sentinel Lawrence Peter "Yogi" Berra died last year at age 90. Without question, he was one of the greatest Major League Baseball players of all time, but he would have also made a great financial...
A Different Kind of Lottery Ticket
After the worst yearly start for stocks in history, many investors are feeling some concern. That old myth resurfaces, "Investing in stocks is just like gambling." Investing in stock is a lot like buying a lottery ticket. Gambling addicts would probably agree. In the...
Working Together for Financial Success
Working Together for Financial Success was originally published in the Knoxville News Sentinel As the year-end approaches, I asked my wife to join me at the kitchen table to review our money history and current financial plan. We discussed the following questions:...
Great Expectations
In the ongoing process of supporting our client relationships, we often talk about “setting expectations.” We frame this in various ways, such as type and frequency of communications, timelines for responding to inquiries, paperwork, meeting schedules, etc. However,...
Helping Families Talk about Health Care Decisions
In honor of November as National Hospice Month, APC is promoting the importance of thinking and talking about health care decisions well in advance of a serious illness or accident that may lead to someone being cared for by hospice. Hospice offers relief from the...
Risk Conversations
When I meet with a client to discuss their financial plan – whether we’re developing a “new” plan or having an annual review – an important part of the conversation centers around the investment plan and risk tolerance. How are their financial resources going to be...
6 Things to Update after Saying “I Do.”
Summertime wedding season is upon us! Amidst all of the event planning and celebration, it’s so important to review your financial, legal, and tax documents for any changes that might be needed. In working with our clients, I see in “real life” how important it is to...
Father Knows Best
I have three children ranging in ages from 16 to 24 years old. In other words, two of my kids are legal adults! Whoa! How does that impact our daily lives and our financial plan? The relationship between parent and child is of fundamental importance to U.S. society,...