Planning matters

A Widow.

I don’t even like the term.

I can’t be, can I? I’m too young to be a widow.

It often doesn’t feel or seem real, but then reality jumps out and blocks my path like a brick wall. Immobilizes. Hard to move forward and no place to go backwards.

After a decade of battling Cushing’s Disease, my husband Robert of 37 years passed away in November of 2015. Following are lessons, insights, and advice learned.

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Changing Jobs? What You Need to Know (Part 2 of 2)

There are a lot of financial aspects to consider as you look forward to starting a new job. Part 2 of this two-part series goes over a list of items to think through as you get underway with your new employer.

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Imagine If This Were You. . . .

Over the years, we’ve had the privilege of guiding clients through all kinds of financial situations, both pleasant and difficult. No matter the course, our aim is to provide clients with thoughtful solutions that will help them move toward their ultimate goals.

We created this hypothetical case study to highlight a common financial challenge individuals and families may encounter, and to show various ways we would address the issues.

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National Parks: Don’t Wait to Get Your Senior Pass!

Do you have someone in your life 62 or older? Of course, we all do! Don’t let them miss out on a lifetime deal that is soon to change. Olympic, Crater Lake, Yosemite, Glacier and the Grand Canyon; some of the most beautiful places in the world.

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Saving on Your Spending

Looking for ways to save money on the things you buy? Client Services Specialist, Haley Smart has some ideas for you.

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