Blog

Open Enrollment

Now is the time!  Are you Frustrated with your Medicare Coverage?  We Can Help! 3 IMPORTANT THINGS YOU NEED TO KNOW: Open Enrollment is open NOW (October 15 to December 7). Leaving just EIGHT short weeks to find the plan that will best serve you for all of 2018! It is...

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He says, “I am a writer.”

Roy Emmett is his name and he is an author. I met Roy almost two years ago at a net-working event in Palm Beach Gardens, FL. On a weekly basis, Roy gives his thirty second commercial with these words, “I am a writer and I write”.  Roy offers his writing services to...

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Thanks Mom!

Today June 10th marks another birthday for me. No, I won't tell you when I was born.  This milestone causes me to reflect on many things happening in our society.  Chelsea Clinton’s recently published book entitled, She Persisted, caught my attention and birthed...

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Dig a Well

I recently heard someone say, “dig a well before you're thirsty”. That makes sense!  Life could be better if we all did what made sense? It's not like we don't know that we're going to be thirsty day in and day out. We cannot live without water. Knowing we need to do...

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What Will We Make Today?

Today, January 20th 2017 is Inauguration Day for the 45th President of the United State, Donald Trump. It is a historic day, a day of great transitions, celebration, hope, distress and protest.  It is a pivotal day, which will substantially determine our future as a...

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Good Wife, Happy Life!

Today marks our 44th wedding anniversary.  Jean Hardee Jones married me and made me a happy man on January 13th 1973.  It's hard to imagine all that we have experienced and enjoyed together since that day.  It goes without saying, I got the better end of the deal....

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Diversify, But Don’t Diworsify

Diversify, But Don’t Diworsity Diversification is a valuable risk management tool, but only when used properly. Diversification only adds value when the new asset added has a different risk profile. For example, when diversifying a U.S. stock portfolio, you may want...

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It is a Grave Reminder

It was a happenstance meeting.  One person among many who provided their contact information.  An indication that they would like a follow-up contact regarding financial planning.  On average, it was as likely that the request would be forgotten or reconsidered...

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Meet Cate & Chris Pricey!

A few weeks ago my business brought me to Indian Creek’s Stillwater Circle, and I ended up knocking on the door of the Pricey family. Momma Pricey, who goes by Cate, opened the door and spilling out of the house came lots of children, some hers, some belonging to the...

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