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Travel and Dining

The Big Dance, a Father-Son Tradition

In 1992 I gave my father a birthday gift, two tickets to the NCAA Men’s Final Four. I thought it would be a nice event to do together. Of course, the implication for the second ticket was that he use it to take me, rather than my...

Technology Tools For Advisors

I just returned from attending and presenting at the Technology Tools for Today conference in San Diego.  The conference is one of the best in the profession for helping advisors like me keep abreast of the dynamic world of technology. One of the best features of the...

Who’s Smarter Than a Seventh Grader?

Just after the failed terrorist attack on Christmas Day aboard a Northwest airliner, I announced to my family that the TSA had banned all moving around in the cabin for one hour prior to landing and turned off the entertainment systems.  I explained the...

Blackberry Blues

Watch this video on YouTube I am addicted to my Blackberry. It adds ease, connectivity, mobility, and convenience to my life. I could not accomplish the things I do, travel as much as I do, and be as efficient as I am without it. So when an employee of the Hyatt...

Tips from Travel Teleclass Could Take You Far

Gary and Joanne Goodrich, of Lead, SD, are past masters at traveling on the cheap. They have found creative ways to visit a variety of exciting places on a limited budget. In our April 24 teleclass, they shared some of their ideas. Among Joanne and Gary’s suggestions...

Travel Often, Travel Cheap–April 24 Teleclass

Travel! That’s the response I get from 90% of my clients when I ask them what they want more of in their lives when they retire. Except, as “everyone knows,” travel is expensive. Well, it doesn’t have to be. Our April teleclass will feature Joanne and Gary Goodrich,...