Planning matters

Pearls of Wisdom: Should You Pursue a Graduate Degree?

Many people consider going to graduate school, but fewer actually do. Daunted by the variety of options for pursuing a graduate education, they become overwhelmed, or start to doubt whether a higher degree is worth the cost in time and money…

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Respect the Estate

The news of Aretha Franklin’s death to cancer is tragic to the music world and all who admired her. In the days following her death, I enjoyed hearing information about her life and contributions to music history. One of things I found befuddling…

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Inheritance – Part 3: Property

In Part 1 and Part 2 we discussed inheritance for both Qualified and Non-Qualified investment accounts. For Part 3, we’ll take a look at some things to think about when you are leaving or inheriting property, such as homes, cars, land, art or jewelry…

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Setting Your Small Business in Motion, Successfully

Some of our clients own their own business; more of you may decide to start one someday whether as a career, for extra income, or as a retirement activity. The Small Business Administration (SBA) estimates that there are more than 30 million small businesses (defined as those with fewer than 500 employees) accounting for over 99% of all companies in America. So, how can a small business get on the right track and be successful?

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Write Your Self Bio

Often times people can get caught up in the day-to-day routines of life and they get away from thinking about their futures. We see this as an opportunity to make a plan…

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