Huh, March dividend income update?  But it’s almost May? I know, I’m a little late with the dividend income update post but such is life.  Things get busy.  In the last couple of weeks…work has been very busy, we renovated…

  One of the biggest retirement questions and potentially one of the most frequently asked retirement questions is “How much is enough”?  The answer to this question is of course “it depends” but at least there is a new edition…

“Cat: Where are you going? Alice: Which way should I go? Cat: That depends on where you are going. Alice: I don’t know. Cat: Then it doesn’t matter which way you go.” -Lewis Carroll, Alice in Wonderland You might recall I…
Insurance needs follow a lifecycle

Insurance needs follow a lifecycle Change, we all experience it, every day.  Change occurs in unlimited quantities, at home, at work and at play.  As investors, we often fight change.  We strive to make our investment portfolios rock-solid and secure,…

Planning a home renovation?  Have a home renovation underway?  We do.  This week, after months of saving, selecting a contractor, picking out new bathroom fixtures, and purchase and delivery of a new vanity our main bathroom renovation is in full…
Reader Question – Just Starting Out

Reader Question – Just Starting Out In the My Own Advisor mailbox recently I got an email from an eager young investor.  Thanks to Dylan for allowing me to post these questions. “Hey Mark I’m 21 years old and looking…