When we review tax returns, our goal is not to double-check anyone’s math or redo the return. Instead, we’re looking to make sure that our clients are shielding as much of their income from taxes as is appropriate, both now and going forward.

There’s an interesting oft-cited statistic that most working families spend more time planning their annual vacation then they spend on their finances. Why not hand off your financial planning to a professional?

But unbeknownst to her, my daughter gave me the best Father’s Day present that any financial advisor could ask for, when, upon glancing at the back of the Business section of the newspaper that I was reading, she asked, “Daddy, what are all those funny looking charts?”

We recently participated in a fun team-building activity, the details of which were kept secret up until the event began. Speculation ran rampant. Would we be hiking? White water rafting? Skydiving?

Along with millions of other Americans, our office held a small pool for the NCAA basketball tournament this past March. We filled out our brackets and let the games play out. Well, I won, despite spending less than 7 minutes constructing my bracket (possibly to the annoyance of some at the firm).

Most financial planning matters are rarely an “all-or-nothing” circumstance. There’s room for compromises and a combination of different strategies.