Monthly Archives: June 2017

Ross Polking Thumbnail Photo

Bill Belichick.  The name elicits a wide range of emotions and responses.  Like him or not, his unprecedented success as head football coach for the NFL’s New England Patriots is worthy of some level of respect.  He has compiled a 209-78 record at the helm for New England while amassing five Super Bowl victories.  Five.  That’s more than any coach in NFL history…and he’s still going at it.  This incredible...

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Scott J. Snyder, JD, CFP®, CFA, CIMA®

“To Live, to Love, to Learn, to Leave a Legacy.” That subtitle of a book by Stephen R. Covey provides insight into our lives. Why is that last part so difficult? People’s eyes light up when they talk about how they want to impact the world, but mention estate planning, which is essentially preparing for the transfer of your “wealth” measured in financial and other terms, and, too often, the...

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Holly Gillespie Profile Photo

“I’ll Have What She’s Having!”  Not always the best idea when looking at Medicare options… This famous line, spoken by director Rob Reiner’s very own mother, Estelle, at Katz’s Deli in the romantic comedy, When Harry Met Sally, always makes me laugh.  When we are making big and small decisions, we often consult our friends.  Many times, we decide to take the path of least resistance by electing to make the...

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