Blog
How Well Are You Managing Your Money?
I think we can all agree that 2020 was a most challenging year and many people have been through some unexpected upheaval. With that said, how can you make sure that 2021 is going to be an outstanding year for personal and financial...
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Consider This Holiday Gift to You & Your Family: An In-depth Tax Review Before the End of 2020
As the year comes to a close, now is a good time to consider preparing for the 2021 tax season. Yes, we know it’s early, but this is the best time of year to consider what the tax implications might be for financial decisions you...
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Why You Need to Update Your Estate Plan Now – And How It Can Be Accomplished Without Any Stress
How long has it been since you last updated your estate plan? If you’re like many of us, the last time you reviewed your will and/or estate plan was when it was originally signed in your attorney’s office. When was that? 10...
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An Annual Financial Check-up in A COVID-19 Environment
It’s not conveying anything new when we say that we are living in very uncertain times. Just as you should visit your doctor each year for a complete medical check-up, the same is true for your personal finances. Rather than a...
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Election 2020: Preparing for Any Outcome
As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or, "What policy changes to prepare for in the next four years?"In reality, however,...
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October Is Financial Planning Month
When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...
Read MoreTop 5 Reasons Why Clients Should Update Beneficiaries
You’ve all heard the cautionary tales. An ex-spouse collects a death benefit that was intended for the current spouse. Along the way, fights break out. Lawsuits happen. Family members stop talking. And the biggest irony? The...
Read MoreWalking Through Challenges that Surround Us
I hope this finds each of you safe and healthy as we walk through the challenges that surround us. I have sent communications surrounding investments, giving historical perspective as well as reassurance during these volatile times in...
Read MoreThe Successful Person and Self Doubts
You are already a successful person in your field however we all go through times of self doubts, it is during times such as these steps can be invaluable. Surround Yourself With The Right People Be around the right people. When you...
Read MoreFinancial Strategies as We Work from Home
Stop putting yourself last on your “to do” list. Take the appropriate steps to prepare for your financial future now. We’re living thru challenging times & we’re continuing to wear many hats. We all live hectic...
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