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Updates and insights, on no particular schedule.

 

Wednesday, November 3, 2021

Yes, Halloween and Día de los Muertos are behind us, but we're still in the midst of something really spooky - open enrollment season. What makes it frightening? It's a clash of several things that keep people up at night; the...

 

Tuesday, October 5, 2021

I'm so excited to announce that this month we are co-hosting a speaker series with Autism Alliance for Northeastern New York. Although the series is geared towards families that include a member on the autism spectrum, the lessons...

 

Wednesday, July 21, 2021

Money seems like it should be pretty straightforward - after all, it's expressed in finite numbers. The math we use for financial planning leans heavily on the functions we learn in elementary school - addition, subtraction,...

 

Friday, June 25, 2021

Eagle-eyed observers of my LinkedIn profile may have noticed that a couple of months ago I changed my tagline to "Envisioning the future with special needs families". So, what the heck does that mean? This isn't something we're doing...

 

Sunday, May 16, 2021

Recently I got to spend a morning with a new friend, Janine Scherline; she is the Director of Donor Engagement for Adirondack Foundation. We took a lovely hike along the Silver Lake Bog Trail while she filled me in on the foundation's...

 

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Wednesday, May 5, 2021

I hopped back into my car after dropping our kids at school this morning, heading towards Wilmington. Since the school year started I've blocked out Wednesdays as a work from home day, until recently out of necessity because we didn't...

 

Thursday, December 31, 2020

As 2020 comes to a close (finally), we'd like to share some thoughts on how we can rebound from this year and make 2021 the best year yet. - Reflect on how this year has affected your finances. For most families, it's a mixed bag. You...

 

Wednesday, November 25, 2020

To our valued clients and friends, As we start looking into next year, we would like to take a moment to reflect on the lessons learned this past year as well as think ahead to 2021. We've always known we were very lucky to be small...