Sin Limites 

Sin limites means limitless in English.  It’s also the name of a nonprofit organization that has been created to enrich the lives of the Guatemalan people.  What we take for granted every day in our country, even during a pandemic, is often a struggle for those...

12 months ago…

I left my previous firm of 23 years.  It was a huge move to make, one that required an exhaustive amount of planning, timing, and frankly some luck.  Driving this move was my beliefs, vision, and passion to serve clients in a manner that did not require product quotas...

Open Enrollment arriving soon…    

Open enrollments will begin for many companies in the coming weeks.  In an effort to be prepared before your window opens, consider reviewing the following outline.  This may allow you to organize your “insurance” choices in advance before your employer’s enrollment...

Teenagers & Money Part II

I wrote about teenagers & money, part one, here.  This is a follow up on how to approach a conversation on money and spending with your teenager. Clearly, this is a different summer for many families.  Teenagers who have jobs are fortunate and may turn to their...

Purchasing a car

In the market for a new car or truck? Perhaps you’re in the market for a used one?  Over the past several months, a number of our clients have reached out for guidance on acquiring another vehicle for themselves or a family member.  Often, questions surround this...