208 SECONDS - CONNECTING QUARTERLY: 2ND QUARTER 2017

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Dear Friends, A few months ago, I finally watched "Sully," the biographical film about Captain Chelsey "Sully" Sullenberger, the U.S. Airways pilot who safely landed a passenger airliner on the Hudson River in 2009. While I was familiar...

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You Meant What???

More and more families are recognizing the importance of equipping their heirs with the appropriate tools to sustain and be stewards of the family’s hard-earned wealth. While these families are expending effort on important concepts such as...

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10 Years Ago - Connecting Quarterly: 4th Quarter 2016

Dear Friends Ten years ago this month, on a Sunday morning in my quiet neighborhood, I had the misfortune of being in the wrong place at the wrong time. My wife and I were out on our weekly...

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2017 Tax Reference Sheet

Tax time is here again! Our 2017 Tax Reference Sheet offers information you'll need to know for 2017, including updates to tax brackets, IRA & pension plan limits, social security tax, and more. Please note, tax laws may...

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Doing Nothing Can Be Better Than Seeking Control - Connecting Quarterly: 3rd Quarter 2016

Dear Friends, My 6-year old son has multiple food allergies. Before he reached the age of one, my wife and I were informed that if he eats even trace amounts of eggs, nuts, mustard, sesame or coconut he...

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Riding the Waves - Connecting Quarterly: 2nd Quarter 2016

Dear Friends, Summer has roughly reached its midpoint, and for my immediate family that means it’s time for our annual beach vacation to Southern California. It’s 10 days when I get to indulge in one of my favorite,...

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