Oh How Time Flies

The old saying goes, ‘time flies when you’re having fun.’ I recently realized that I must be having a ball because my 10-year college reunion came and went in the blink of an eye. It’s a strange phenomenon, but some days I feel like it was just yesterday that I was roaming the Bentley campus, armed with books, a laptop and likely a slight headache from the night before. Other days, it feels like a lifetime ago. The carefree college life was a period I was happy to have experienced but even happier to have left in the past.
Read More

Deferred Gratification

This is a bizarre story that unfolded over a period of three years. Jill and I were traveling in Italy in the spring of 2016 and had a flight scheduled from Venice, Italy to Dubrovnik, Croatia. We arrived at the airport and boarded our plane with no issues. Normally, I opt to fly on major domestic or international airlines because when something does go wrong, they (generally) have the resources and experience to fix the problem without a ton of disruption.
Read More

Getting Back On The Right Foot

I’m not one to enjoy hanging out in a hospital, much less be a patient in one. Fortunately, I’ve had the pleasure of largely avoiding hospital visits with the exception of my father’s various knee surgeries, Kyle’s birth and most recently Jill’s foot surgery. While the timing of Jill having surgery on her right foot was inopportune to say the least (as Kyle is now crawling at a very rapid pace, standing up and testing the waters in walking), it was nearly 15 months in the making and definitely much needed.
Read More

Father's Day From A New Perspective

I’m now on the other side of the coin for the Father’s Day celebration, and selfishly I have to admit I like it. This year was an anomaly in our house as we had an out-of-state wedding the night before and Sunday was primarily a day to get home and get reacclimated before the week started. Admittedly, both Jill and I were exhausted after a late night at the wedding (congrats again to Jim and Meg who are now cruising around Rome on their honeymoon), so we did not have much of a formal plan for the day. That was more than fine with me. On a day like Father’s Day, it’s not necessarily about what you do, but more about what you don’t do.
Read More

The Planner's Perspective: Nervous Investors Have Options, Too

With a recent spike in volatility at the end of 2018 and again in mid-2019, investors may be asking what alternatives are available to complement the securities in their portfolios. Concerns may range from political uncertainty, to valuations, to volatility or a trade war, and it’s not uncommon for there to be many moments in history when investors decide to hit the pause button. Any advisor with a long-term investment philosophy will tell you to tune out the noise and let your money work for you in the market.
Read More

A Newfound Love For The iPad

Bigger than a cell phone and smaller than a laptop, the iPad filled a void we never knew existed. Now, after nearly 10 years in the market, it’s hard to imagine a world without tablets. Everyone was hot to jump on the tablet train and the iPad was (and still is) the gold standard. I found myself using my first iPad just to use it. Part of it was novelty, the excitement of using something new.
Read More

A Quick Holiday Weekend

The wet and cold spring has led to a backlog of deferred maintenance projects around my house. Not that I’ve been too eager to power wash the deck or do some weeding, but the especially dismal weather has at least bought me some time and has given me a legitimate excuse to put off the inevitable list of projects. Fortunately, we were rewarded over Memorial Day Weekend with a long overdue break in the historic stretch of rain that we’ve been having and finally got some much-deserved sunshine.
Read More

The Planner's Perspective: Planning For Variable Income

Compensation comes in many forms, but the most common form is cash. Many employees are used to getting an annual salary and a periodic bonus, which makes tax and financial planning easier, at least from a cash flow management standpoint. Those who receive significant bonuses, however, are faced with different challenges as variable compensation (commissions, bonuses, etc.) is generally not guaranteed and can vary greatly from period to period.
Read More

The Anginette Warrior

If you don’t know what an anginette is, you probably grew up outside of Connecticut, had no Italian friends and definitely don’t like desserts. Anginettes are the all-season cookie, not too heavy, not too light. They pair well with just about anything and taste just as good in the heat of the summer as they do in the doldrums of winter. They are festive enough to be the centerpiece in a holiday cookie display or casual enough to be enjoyed with a cup of coffee before you head out to work on a Tuesday morning. 
Read More

The Planner's Perspective: Keeping Up With The Jones's

The ‘keeping up with the Jones’s’ mentality has never been more pervasive than it is today. Before the widespread use of social media, most people didn’t have an idea of what the rest of the world was doing aside from their neighbors, family and friends. With information about others so easily accessible as people continue to openly share details of their personal lives online, it necessitates frequent reality checks about spending, savings and living within your means. Remember, not all of us can live the Kardashian lifestyle.
Read More
Subscribe to Paul Morrone