Mother’s Day is coming up. It’s May 9th but this year I’m celebrating early. It’s difficult to think of your mother, as lost.  Today, my mom, Rosemary Hunt went into long term care.   I am both relieved and sad at the same time. She’s been suffering from Alzheimer’s for about eight years now. As is typically the case, the progression has not been pleasant to watch. Dad is a robust 80 years old....

Let’s talk about business from the beach. For years it’s been the holy grail of self-employed professionals. The idea that you could work throughout the year at traditional business but then spend much of the cold winter from a tropical island nurturing your accounts while having someone on site process day-to-day needs. Is actually feasible? Can one really work from the beach and get stuff done? The answer is come down to your...

Late last week I received a call from her friend (a client actually) who has been a financial planner in the business for close to 30 years. There was stress in his voice which was noticeably weak as he explained his frustration. It seemed that after more then two decades as one of the nation’s top two percent of advisers, the growing toll of managing a busy practice was overtaking him. Motivation had dropped to a level where everybody in...