Preparing a road map for your loved ones
Part 3 of a series In my last article, I pointed out the importance of a clear plan for your loved ones. We discussed how a will creates peace of mind, reducing the risk of disputes among beneficiaries and easing dealings with financial institutions. That brings us to...
College planning after The One Big Beautiful Bill
The One Big Beautiful Bill Act clearly had an impact on many areas of financial planning, most notably retirement. There is another important area of planning that is affected by it as well: college planning. These changes can affect current and future borrowers as...
Stuck in the sand — and lifted by kindness
Letter from the editor As you may know, Bob and I run a nonprofit organization called Heart of Surfing, that offers recreational activities for individuals with autism and related disabilities. In the summer, we take participants surfing every Saturday. This past...
Seven facts and one opinion about the National Hurricane Center forecast cone
The Atlantic hurricane season peaks from August to October. This is the time to have your “go-bag” ready in case you need to evacuate. It is also the time to check hurricanes.gov (National Hurricane Center) on a daily basis, I’ll pass along more information from them...













