Blog

While I love the cool crisp air that fall brings, it’s also a bittersweet reminder of how quickly this year has flown.  I’m starting to understand why people leave their lights up year round. Tyler recently had a career day at his school.  He had thoughts of dressing up as a garbage truck driver.  His […]

People say there is never enough time in a day to complete the things you’d like to get done. I’d have to say, I couldn’t agree any less. Although it is a challenge to raise three boys while trying to buy some time for yourself, that is nearly impossible. Being able to witness this time […]

We officially tied the knot, wedded, took the plunge, got hitched, became man and wife, GOT…MARRIED! With the cost of a wedding in mind, we originally proposed having an intimate courthouse wedding and we thought we were being very realistic and responsible for making that decision. The average cost of a wedding in Orange County, […]

ESTATE & GIVING   Review key market dates and timely financial planning tasks.  Market Closures Nov. 23: Thanksgiving Day Dec. 25: Christmas Day Dates to remember For deadlines that fall on a weekend, action may need to be taken by the preceding weekday. Oct. 1: Last day to establish a SIMPLE IRA plan or a […]