“Die and endow a college or a cat.” –Alexander Pope I have clients who have received a substantial windfall and they bring me on to help them navigate the blessing that a windfall means and avoid turning it into a curse. When we read stories of the people who win the lottery only to wind … Read more

“Does McDonalds take Cash App?” I’m sure many of you have wondered about the compatibility between the popular peer-to-peer payment app, Cash App, and McDonald’s digital payment system. Well, we’re about to find out! Cash App has rapidly grown to become a favored method of transaction for many, offering ease of sending and receiving money … Read more

“I fear the Greeks, even when they bring gifts.” –Virgil “I never think of the future – it comes soon enough.” –Albert Einstein It was January 3, 2005. The first day that my co-founders and I started OpenSource Connections. It was also my first day being unemployed, as I’d just left Capital One to start … Read more

“I used to save all my rejection slips because I told myself, one day I’m going to autograph these and auction them. And then I lost the box.” –James Lee Burke I love an auction. The first auction I ever went to in person was for some old abandoned houses near Fort Knox, Kentucky. I … Read more

“Be slow to hire and quick to fire.” — Ben Taitelbaum Despite my military background, I’d like to think of myself as a warm and fuzzy kind of guy. When I was in the Army, we came up with an acronym to describe such people: SNAGs – Sensitive, New Age Guys. During my Army days, … Read more

If you’ve recently experienced a loss in your family and are looking for information on what to do with your insurance policy, please click here. The financial planning industry paints a very incomplete picture of the outcomes in your life. We tell you to save money, get insurance, budget, and the like, and whoosh, we … Read more

“If you take responsibility for yourself you will develop a hunger to accomplish your dreams.” –Les Brown When I founded my last company, my phone rang constantly. Unfortunately, it wasn’t always the ringing of customers who were dying to hire us and let us make their internal site search come as close as possible to … Read more

“Stress is the trash of modern life – we all generate it but if you don’t dispose of it properly, it will pile up and overtake your life.” –Danzae Pace “No news is good news.” That is what I used to tell my parents to expect before I deployed to Bosnia. Even during my second … Read more

“Cooking is like love. It should be entered into with abandon or not at all.” –Harriet van Horne “When the waitress asked if I wanted my pizza cut into four or eight slices, I said, ‘Four. I don’t think I can eat eight.’” –Yogi Berra I grew up in a Southern family. My grandmother cooked … Read more

“My doctor tells me I should start slowing it down – but there are more old drunks than there are old doctors so let’s all have another round.” –Willie Nelson “If two heads are better than one, then what about double chins?” –Jarod Kintz Have you ever walked into a doctor’s office or a hospital … Read more