Hello World!

And welcome to our blog.

Kay and I are excited to begin this fun, educational resource for you (our clients), your families, and any friends that you think would enjoy visiting. Our hope by starting this blog is to create a source for information that is important to your financial lives, and an easy way to share such information with other people you care about. Given the complexity of many financial matters, we will attempt to present our contributions in a manner that can be easily understood, and not yawn worthy (although we can’t promise you will be as excited as us on some topics).

And look! We’ve included a comment section below each post. This will allow our readers to ask questions, give opinions, and hopefully start a dialogue which in turn will help other people that may have the same questions. Don’t be shy! We want to know what you think.


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