If you’ve read my blogs at length, you’ll know I’m fond of a particular story about United States Marine Colonel “Chesty” Puller. The story goes that he was in command of a unit at the Chosin Reservoir during the Korean War, and upon receiving news that his unit was completely surrounded by the Communists, he declared: “Good, they can’t possibly …
A few months ago, at the outset of the transition to the new office in the Prospect Neighborhood, we mentioned the phases of MY Wealth Planners’ development. As we closed up the end of the second phase and looked to the third phase, we stated that we would begin to confirm MY Wealth Planners’ value proposition for its clients and …
Well folks, I’m back from my wedding and honeymoon, and of course, as anyone who has spent any time traveling overseas does, I must now inform you of my impending transition from financial planner to travel blogger. I’m kidding, of course, but I did think it would be helpful for folks to know a few financial tips and tricks related …