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Steps on the journey to Imagine, Believe, & Achieve

 

Tuesday, August 1, 2017

When I was a kid, back with chalk and blackboards, school started AFTER Labor Day. August was still vacation, but alas, here we are with school starting soon. I am writing this in mid-July and seeing plenty of back to school sales....

 

Thursday, July 6, 2017

No advisor worth their salt would go it alone. We can’t know everything, so we rely on and develop relationships with other advisors to complete the picture. Anthony is one such relationship. As an estate planning attorney, he...

 

Monday, June 12, 2017

Dads come in all shapes and sizes, and I have yet to see a Father’s Day greeting that doesn’t say, ‘My Dad is the BEST!’ I have been a son, a father and now a grandfather. I asked my children what they thought...

 

Tuesday, May 9, 2017

April showers bring May Flowers and weddings, graduations, Memorial Day, summer vacation, AND Disability Insurance Awareness Month. Nani and I just returned from Utah and watching Taylor graduate with a degree in Biology. He will spend...

 

Monday, April 3, 2017

Spring is bursting out all over! Spring is here and with it; color, blossoms and pollen. The sunshine feels great! Spring also means getting to work as weeds pop-up and vegetable gardens are ready to plant. It may also demand...

 

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Thursday, March 2, 2017

Basketball lovers look forward to the tournament and college hoops. Someone in our office, who shall remain nameless, has chosen Villanova, even though Duke is her team. We’ll see. The weather man has his share of March Madness,...

 

Wednesday, February 1, 2017

I do it without thinking. Get in the car, key in the ignition, turn and put it in drive. I didn’t check the gas, oil, carburetor, tire pressure, etc. Some of those things I can do; others, not a clue. So I leave it to the pros....

 

Thursday, January 12, 2017

Last Sunday, Nani and I went down to the Napa River by the Oxbow Public Market to see the effects of the rain. For over 15 years, the City of Napa has worked with the Corps of Engineers to create a plan to avoid flooding in downtown...

 

Thursday, September 8, 2016

September is Life Insurance Awareness Month (LIAM)! Does that mean you have to go out a buy some insurance…is it on sale? No, but take 5 minutes to check out these 5 points. Can you find the policies? Life insurance, disability...

 

Thursday, August 11, 2016

Yesterday morning, I glanced at CNBC and there were two headlines; Dow 20,000 could be coming soon Sell, Sell, Sell as monetary policy is a dead duck Where do we go with that? Is it going to rocket up or drop like re-entry? One answer...

 

Thursday, June 9, 2016

Three days until we leave for Tahoe. Chase from Colorado and Taylor from Utah, arrived last night. Packing is the activity around the house AND planning. The grand kiddos are coming up so we have a age grouping of a 1 year old to...

 

Saturday, May 28, 2016

Memorial Day weekend is celebrated in LOTS of ways. Hopefully, you take some time to reflect on the service given by so many men and women to protect our freedom. It is said that those societies who don't learn from the past, are...