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Three Ways to Leave a Legacy, Not a Mess!
When we hear the term “legacy” we often think of leaving millions of dollars to heirs, so most of us decide “well, that sure doesn’t apply to me!”...
“To Each His Own”
A Frustrating Requirement You Need to Understand We head to the pantry this month in our Financial Open House tour, and if you are like me, you have...
What’s in a Name?
Be sure yours is correct! Let’s talk about your name. You may love your name, or think it’s just okay, or wish you had a different name, and these...
I Wish I Would Have…
Are you a list maker? Or do you use them to help you move forward and stay organized, even if you don’t really like making lists? One of the most...
It’s Your Turn
Let's Turn the Tables... Remember as a child how your parents helped you with anything and everything? From the time you got up in the morning, made...
A Month to Remember
The decisions we make now will impact us in the future... Quarantine. Lockdown. Shelter in Place. Social Distancing. COVID-19. Whoever heard of...
One Small Step for Wo/man, One Giant Leap for…
… creating better personal finance habits! What good habits do we have, or wish we had? In business or our personal lives, a majority of our daily...
The Month of Magic Words
Remember as a kid being asked “What are the Magic Words?” You were probably being reminded by a parent, teacher or grandparent to remember your...
Getting Your Ducks in a Row
Make this the Year You Get Your Financial House in Order I love New Year’s Resolution time of year not because of the goal setting, but because it...
Do You Prefer Comfort, or Confusion?
Comfort NOT confusion... Do you love the holidays like I do? Or do you feel more like Scrooge (like my husband pretends to be)? If it’s not “Bah...
A Time for a Positive Focus
An attitude of gratitude In grade school we learned that Thanksgiving originally started as a feast to celebrate a harvest. But did you know that we...
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...
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...
Do not let this happen to you!
Happy Summertime and congratulations to all the students that graduated and advanced! In the spirit of helping graduates get started on the right...
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...
How can you get your mind and money in motion?
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