Gimme Shelter…

Gimme Shelter…

We all strive to put food on the table. To put clothes on our backs. To put a roof over our heads. And everything else is just that: everything else. {gimme shelter, gimme shelter…} I think that’s what makes my career so incredibly satisfying – I get to help people...

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240 Years Ago

... we began this amazing experiment in democracy we call the United States of America. Those were most assuredly different times than now: Women could not vote or own property, slavery still thrived on our shores, and freedom of religion came with the footnote “as...

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Mortgage Moments 1-18-19

I'm making a bold prediction about where rates are headed in 2019. Watch this video and get some insider intelligence on this always emotion-packed issue! https://youtu.be/jA5EwKrkjO0

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I Don’t Eat Donuts.

It’s not a health thing. Or even an aversion to sweet, doughy concoctions. It’s that they don’t taste like the donuts my mother made. Just once. (Or, at least, that’s the only time I can remember.) My mother was, and is, wonderfully resourceful and inventive. At the...

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A Letter From the Trenches…

My paternal Grandfather, Irving Henry Crowne, served in the Infantry during World War One on the battlefields of France. Barely 20-years old, he penned the letter below to the folks at home, recalling what it was like at the front lines. His nephew, Roger, discovered...

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Credit Repair: A Simple Self-Help Guide

Let’s face it – we’re all obsessed with it. Everywhere you turn, you are being inundated with the importance of it, how with ‘good’ ones, you are a master of the universe; with ‘bad’ ones, you are nothing. By now, you’ve figured out that I’m talking about credit...

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Lost and Found

It’s a Mars and Venus thing. If a couple is out antiquing or stopping by tag sales, guys look at the big things and women look at the little stuff. And that means I would never in my life have found this treasure. Let me set the scene… Thomas Sykes was a wealthy mill...

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I’m Shocked and Dismayed

New regulations took effect this week that require investment advisors to serve their customers’ interests before their own. This is known as a “fiduciary duty” and my SHOCK was in learning that this requirement is only being imposed now, in April, 2016, decades after...

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What I Meant to Say Was…

John and I locked eyes and he tilted his head the way Maggie, my Old English Sheepdog does when she doesn’t understand what I’ve said to her, and there was a long pause until Amy, John’s wife, jumped in and explained. And then we all erupted in uproarious laughter...

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“There No Crying In Baseball!”

It's one of my favorite movies and one of the best movie lines ever written. It comes from "A League of Their Own" and casts the oh-so-magnificent Tom Hanks as Jimmy Dugan, a washed-up baseball coach made to lead an all women's baseball team during WWII. If you don't...

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There’s Nothing Like Having Money in the Bank…

“… to make you feel like you have money in the bank.” That’s one of my favorite aphorisms along with “Bad things happen when you can least afford them.” At age 76, Judy has a little more than most but not as much as she thinks she’ll need to live comfortably for her...

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The Bacon-Cheeseburger Inflation index

It’s true. Someone has created a measurement of inflation based upon the price of bacon cheeseburgers. Who knew? The policy pundits in Washington DC keep telling us that inflation is under control (in fact, they say we have too little inflation in our economy) so we...

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I won’t have my son arrested!

That was Yvonne’s reaction when I asked her what she was going to do about her son. He had stolen her identity and opened up numerous charge cards, racking up $75,000 in debt along the way. Now, Yvonne was being threatened with foreclosure for his transgressions. As a...

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I know it’s a good month if…

“I have enough money left over after paying my bills to buy a cup of coffee and a donut.” That was Tom telling me how difficult it was to make ends meet on his $1,101 Social Security check. He didn’t mean that he would get a coffee and donut every day, he meant he’d...

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It’s No Laughing Matter!

You know that old Rodney Dangerfield joke that went “Small? Where I grew up, the house was so small even the mice were stoop-shouldered!” Well, that’s Ryan & Melissa’s story… When Ryan and Melissa first came to me in the Summer of 2015, they were living in the...

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My Father’s Favorite Joke

My father died suddenly and unexpectedly on Christmas Day, 2015, a week shy of his 89th birthday. I am blessed with a lifetime of remembrances of this amazing man: he was a gifted neuroscientist, prolific author of 6 books and over 30 peer-reviewed articles, father...

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Have You Ever Faced Someone Who Was Crying?

I think it’s one of the most powerful of human emotions and it’s one that connects us, makes us want to help to make the pain go away. So when Angela, an 83 year-old client of mine, began crying during our 1st meeting, I truly wanted to help. Angela and her husband...

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