Are You The Family Bank?

Baby boomers are once again setting a trend. Now that most of us are over age 50, a pattern is emerging about how we spend our money. Merrill Lynch, in partnership with Age Wave, has recently released “Family & Retirement: The Elephant in the Room”.  Some of the highlights of the study include: Baby boomer […]

Life 2.0

Most of us have caught ourselves day dreaming about what could be someday. I see this happen a lot with clients in their 50s, but it can also happen earlier. I’m a good example of Life 2.0. I started my working years as a professional cellist. I had a great career playing with top performers […]