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Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Charles Schwab has revealed changes to its technology offerings in the wake of its merger with TD Ameritrade, bringing over several popular TD tools, including portfolio rebalancing tool iRebal, its Model Market Center model management […]
Good news for us, our Florida home was not damaged in Hurricane Milton which surprised us since the storm passed directly over Sarasota. We were prepared for the worst but relieved that our home was okay. I watched the news all week nervous about the impacts to the place we’ve come to love so much, […]
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a CFP Board ad campaign promoting a career in financial planning to high school and college students sparked an uproar in the planning community, as some advisors questioned whether the messages being sent in the […]
Greetings friends, it’s been two weeks since I posted. I flew to Florida to get our house ready for tenants arriving unexpectedly early due to the damage from the hurricane. Usually we rent the house January through May, but Helene displaced a lot of people on the barrier islands due to storm surge. So I’ve […]
Happy weekend everyone! This week I made progress on our kitchen update. I found a quartz pattern I really like, it’s just a matter of ordering the material and scheduling the fabrication and installation. The new upper cabinets and open shelves are ready to be swapped out so we’re waiting for our finish contractor to […]
Oh how lovely you are September! I’ve been taking long walks in the soft sun each day and continuing my ceramics practice. I’m learning more advanced techniques, it feels good to understand the nature and stages of clay and to create with my hands what I see in my mind. This week I’m focused on […]
Happy September, it’s my favorite month! I love this time of year when it’s still warm out but you can feel fall in the air. I ordered an outdoor dining table for our courtyard so we could enjoy meals al fresco for the next few months. I’m setting it up later today with linens and […]