Geoff WellsSep 20, 20182 minWhat Is A Financial Plan?Yes, we help our clients plan around financial assets, however, the term I have come to dislike is “financial plan”. First of all, just...
Geoff WellsSep 18, 20181 minBook Review – The Checklist ManifestoOver the summer is a perfect time to reflect and improve upon long-term business practices. One way that I like to do this is by...
Geoff WellsSep 17, 20181 minWhy Choices Are A Bad Thing!I will admit it, this article is written purely out of recent frustration. After having lunch at Panera Bread, I was asked no less than...
Geoff WellsJun 27, 20181 minInterest Rates Rising – What To Do With Your Cash?Most of the last decade, interest rates on savings accounts and Certificates of Deposit (CDs) have been virtually 0%. This was a shock...
Geoff WellsJun 25, 20182 minSocial Security Annual Report – Should We Worry?On June 5th, the Board of Trustees that oversee Social Security benefits released their annual report. As in previous years, the report...
Geoff WellsJun 22, 20181 minSummer Reading – A Worldly Perspective on Wealth and FactsRecently, I finished reading the book Factfulness by Hans Rosling. I found this book on Bill Gates summer reading list after he called it...