A Time for a Positive Focus

In grade school we learned that Thanksgiving originally started as a feast to celebrate a harvest but did you know that we have Abraham Lincoln to thank for making Thanksgiving a federal holiday in 1863? Lincoln proclaimed the fourth Thursday of November (which is why it is so late this year) to be a national day of…

Love Your Wife After You’re Gone

October is National Estate Planning Awareness Month which is why it is so fitting that we appreciate Pastor Jack, from Avondale Baptist Church, for sharing a copy below of his April 9 blog about how to love your wife even after you are gone. This is not just a message to men. The same message…

Is “Enjoy Life” on Your List?

Mind, Money, Motion…where to start? We all have something we know we want or need to improve in our lives. The hard part is either getting motivated to make that change or identifying specifically what to change (and sticking with it) or both. A friend of mine from church, who likes and uses checklists to…

Less Worry, More Life

What is the one thing everyone wants in life? No matter where you live, what your situation is, or exactly how you describe your answer, we all have the same goal…happiness. Your definition of happiness is where we will each differ. Some definitions are related to financial independence, love relationships, accomplishments, personal passions or hobbies,…

It’s vacation time, are you REALLY ready?

June 2019 – Are you ready for a stress-free vacation season this summer? To be truly stress-free, you need to consider the Must-Dos of estate planning before you go.  I jokingly (but not really) tell my financial planning clients to book a trip on the calendar if they want to get their estate planning documents…

Knowledge is Power!

May 2019 – Guest post by Barb Regis – It’s Skin Cancer Awareness Month, so now seems as good of a time as any to share my story and as a good reminder about the importance of being prepared, not only financially, but making sure you and your family have a plan in place because you never know…

An Epidemic: Financial Illiteracy

April 2019 – Because we’re living longer, saving less, feeling less secure about our jobs, and not requiring financial literacy be taught in a majority of our schools, it’s no wonder 40% of millennials say they are overwhelmed with debt, living paycheck to paycheck and are unable to save for the future. Or that 60% of…

Don’t Forget Man’s Best Friend in Your Planning

March 2019 – Pets…they are cute, cuddly and love us unconditionally. They bring so much joy to our lives and are like family to us. It’s sad to think of our pets without us, but with the right planning, we can make sure they are taken care of should an emergency arise.  According to the…

Valentine’s Day—The Gift Women Really Need

February 2019 – When I shared the first draft of my financial checklist book with a publisher, his reaction surprised me. “This is a ‘honey, I love you’ book! I am going to get this for my wife for Valentine’s Day and tell her that my gift will be to get everything on the checklist…