Monthly Archives: September 2011

The Battle for Higher Education

Earlier this week in an interview with Aaron Task from Yahoo Finance, former President Bill Clinton stated, “…the American Dream has been under assault for 30 years,”. The timing of his quote coincides very well with the topic of my … Continue reading

Posted in College Savings | Leave a comment

Let’s talk about life…insurance

The other day I was having a conversation with a friend, and he asked if one would ever need two life insurance policies. I answered him, as I often answer most questions related to finances, it depends. I’m going to … Continue reading

Posted in Insurance, Our Philosophy | Leave a comment

A Reason to be Optimistic

A few weeks ago I had the opportunity to volunteer with several of my peers and a group of Duke University students. The project we worked on was to shovel and spread mulch on church grounds. Luckily, the weather was … Continue reading

Posted in Our Philosophy, Wealth Statement | Leave a comment