The decisions we make now will impact us in the future... Quarantine. Lockdown. Shelter in Place. Social Distancing. COVID-19. Whoever heard of...
A Month to Remember
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Estate Planning
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...
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...