Do Not Overlook Digital Assets Within Your Estate Plan

Paul FennerEstate Planning

Estate Planning

When it comes to setting up an Estate Plan one often looked at items are digital assets.  What constitutes a digital asset you may ask?  Think about an iTunes, Facebook, or Twitter account, or a website with hundreds or even thousands of followers.  These all constitute digital assets. As more and more of our lives become digital or even cloud-based, … Read More

The All-Weather Portfolio

Paul FennerPortfolio Management

One of the preeminent financial bloggers that I follow is Barry Ritholtz at The Big Picture.  One of the big topics circling around the wealth management industry these days is the new book out by motivational speaker Tony Robbins.  In his book, Robbins interviews some of the greatest investors in the world and comes up with what he calls an “all-weather portfolio”  The … Read More

Year End Retirement & Wealth Planning Steps

Paul FennerPersonal Finance


At the end of the year, we strongly encourage people to make the most of their retirement savings options.  A few simple and easy to do steps can go a long way in helping you defer unnecessary taxes for this calendar year while setting yourself up for success in the upcoming year. Focus on maximizing 401(k) Contributions – this year … Read More

Mr. Rogers’ Lessons For A New Generation

Paul FennerLife Transitions

“When I was a boy and I would see scary things in the news, my mother would say to me, ‘Look for the helpers. You will always find people who are helping.’ To this day, especially in times of ‘disaster,’ I remember my mother’s words, and I am always comforted by realizing that there are still so many helpers–so many … Read More

Apple vs. Google vs. Facebook vs. Amazon

Paul FennerUncategorized


The big four in terms of technology giants Apple, Google, Facebook, and Amazon seem to be on a collision course with each other.  At one point in time, their wares were virtually separate but now they clearly infringe upon each other turfs. When I see these four names, I can’t help but think of companies that may have been apart … Read More

How Not to Blow It With Financial Aid

Paul FennerEducation Planning

For those soon to be college student parents out there, this is a very important post specifically for you.  Compliments of Rachel Ensign of the WSJ, Ms. Engisn has put together this excellent piece regarding the ins and out of the financial aid process.  If you currently have a junior level high school child this is especially important as there are … Read More

Can Your Preschooler Learn Anything From an iPad App?

Paul FennerLife Transitions

I purchased a new iPad for my wife back in May for her birthday and mother’s day gift.  Although it has come in handy for quick searches like most people have found it is hard to produce content.  With ultrabooks coming into vogue, I feel like I can do so much more with my new Lenovo than I could ever … Read More

Why You Should take a Vacation

Paul FennerLifestyle

Taking a break has many advantages here are 10 courtesy of Fast Company 1. Going on a vacation shows you are competent. It is proof that you are good at your job because you can manage and plan enough to free up some time in your schedule–and not leave a festering mess in your absence. Not being able to take a … Read More