From the Desk of Kelli…

Days = Years = Wisdom: Don’t be afraid of Wisdom I have determined that along the way, I sometimes become ashamed or embarrassed about baseless facts, such as getting older or hearing what’s important to others and then allowing myself to fit into a box that doesn’t belong to me. I haven’t become the age […]

Read More

Getting (Mentally) Ready to Retire

Even those who have saved millions must prepare for a lifestyle adjustment. A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down their savings too fast. How can new retirees try to calm these worries? Two factors […]

Read More

Quick Facts about the Bright Future of Solar Energy

TECHNOLOGY & INNOVATION Interest in solar energy is soaring – and for good reason. Humans have harnessed the power of the sun since time immemorial, using it to tell time and start fires. And we’ve only gotten better at it. These days, we use photovoltaic (PV) panels to generate renewable solar energy, but the idea […]

Read More

Did you know 529s are powerful estate planning tools?

FAMILY AND LIFESTYLE Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool, too? Modern estate planning Not everyone […]

Read More

Keeping Data Collectors at Bay

TECHNOLOGY AND INNOVATION Nowadays, our actions are tracked, digitized, commoditized and analyzed by the ever-present and arguably useful technology that has shaped the past three decades. The machines are always watching. It’s not intrusive and it’s almost never monitored by a person. Sometimes it’s convenient and many are unbothered by it, but it’s everywhere. For […]

Read More

From the Desk of Kelli…

Blindsided – With My Eyes Wide Open. This happens to us all the time- whether we like to admit it or not. It all began with a lovely breakfast on the patio of our hotel in Florence, Italy.  We headed to the train station, bound for Rome. A quick 90-minute journey for leg 4 of […]

Read More

Optimize Your Estate Plan for 2022 and Beyond

ESTATE AND GIVING Five ways to refine your plan for the future. A new year brings fresh opportunities to protect your legacy through estate planning. Consider these ideas for refining your estate plan in the short term – to better support your goals and intentions for years to come. 1. Involve heirs and advisors There […]

Read More