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What is the SECURE Act?

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President Trump is expected to sign into law the Setting Every Community Up for Retirement Enhancement (SECURE) act as part of the massive year-end spending bill passed by Congress. Below are the salient points: Removal of the age limit for…

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The Various Forms of Financial Stress

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As a financial professional dedicated to serving those families suffering from stress associated with addiction and recovery, I found the following information provided by Rick Kahler, MSFP, ChFC, CFP extremely helpful. The information he provides describes the multitude of ways people bring…

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The Link Between Anxiety and Sobriety

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On September 30 – October 3 I attended the Moments of Change Conference in West Palm Beach Florida. This year the hot topic was Addiction Treatment Outcomes. I was fortunate to attend a presentation delivered by Joanna Conti, CEO of…

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Budget Busters 3

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“Those who do not learn history are doomed to repeat it.” Winston Churchill Previously, we saw how both Mitchell and Martha progressed from denial to action. They are now faced with the task of developing a plan to achieve their goals. Mitchell is…

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Budget Busters 2

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“If you don’t know where you are going, any road will get you there.” Lewis Carroll In my previous post, I demonstrated how difficult it is to acknowledge the need for discipline. Let’s see what happens when Mitchell and Martha…

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Budget Busters 1

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“What a fool believes, he sees.” Doobie Brothers Many of us have no idea how to go about creating and living within a budget. Yet many of us have been on a diet. Why does budgeting scare so many of…

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Life on the PGA Tour

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This past week the PGA Web.com tour stopped in Raleigh, North Carolina for the Rex Open. My wife and I had the privilege of hosting Byron Meth and his wife and caddie Valentina at our home for the week. It…

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