In 1903, my great-grandfather, George D. B. Bonbright sold a stamp collection to help fund and open his investment firm in Rochester NY with six employees. George was a “life planner.” My grandfather was named a partner at Bonbright & Co. where he too was a meticulous planner. In 1958, my father began his 56 year career helping people plan. For over three decades, my husband Tom has served hundreds of families with planning their life’s transitions.
It's that time of year when we have carefully packed away the decorations, cleaned up our homes, and returned to our busy lives after celebrating various holidays with family and friends, near and far.
Once again, it is time to get ready for another New Year!
It's also that time of year when we reflect upon and assess the close of yet another year. We tie up loose ends and make plans for the coming months and the year ahead. We also count our blessings.