Are you a charitable giver? Here are 2 ways to be more intentional about it
The world today seems increasingly divided. Anyone watching or reading the news is likely to be …
Lifestyle
Slip away around the world – Part 2
The story of Jan and Rich
Jan and Rich’s 41-foot ketch, Slip Away, en route to Samoa.
We …
Slip away around the world
The story of Jan and Rich — Part 1
The 41-foot ketch, Slip Away, anchored in 2010 at Fatu-Hiva, …
Update on the Hartrums and some mid-year to-dos for you
I enjoyed a Father’s Day brunch at Sea Level restaurant in Redondo Beach. From L to R: Kainoa, Riley …
September 19 was a big day for me
September 19th was a big day for me. It was the three-year anniversary of my buying Larry …
How to prepare for your long-term care – Part 3
CHOOSING SENIOR CARE
You may not be in a position to care for yourself at home one day, and …
How to prepare for your long-term care – Part 2
ESTATE PLANNING
Most people would like to control how their money gets used as they get old and …
How to prepare for your long-term care – Part 1
INVESTMENT PLANNING
One day, you or someone you love may need daily living assistance or …
Should we stop using pennies and nickels?
It may surprise you to learn that many economists and politicians believe we should eliminate the …
What should you do about the Equifax data breach?
Protect information from hackers.
Who is Equifax, and why are they in the news? Equifax is one of …
How to be a rock ’n’ roll junkie
If there was a Hall of Fame for rock ’n’ roll fans, Jane Comitz and her husband, Chet, would be …
What do we stand for?
The Jefferson Memorial, Washington, DC
My wife Roxane, my son Craig and I visited Washington, DC …
The Panama Papers and you
It was the topic this spring that everyone talked about — except for some lawyers and bankers who …
The ‘IRS’ is on the phone asking for money? Hang up
If you’re like me, you’ve probably received abusive phone calls from people purporting to be from …
Passionate about making people laugh
Comedian Larry Sherman* says a lot of things came to him late in life. He began doing standup in his …
3 lessons from the fire in my home
Firemen who helped save our home.
Planning is a given in my business. It’s what I do. Most of …
My Opinion: Giving is something that must come from within
Giving is one of the most personal financial decisions in our lives. First, there is the choice …
Racquetball: My investment planning diversion
They say everyone needs something to help them unwind and for me it’s …
Travel Idea: The Queen Charlotte Islands
Mark and Lynn Fish* have been clients since 2003. Among many interests, they enjoy traveling and …
4 things to like about photo art
Some of my wealth management clients like to collect art. Well, one of the hottest trends currently …