Planning Matters
We share our expert knowledge and advice because it’s the right thing to do.
Setting Successful Goals
Tis' the season for New Year resolutions. Like others, you may be thinking about goals you want to achieve in the new year. Goal setting is a powerful activity; shaping our dreams and giving us the ability to focus on the exact actions needed to meet the desired goal.
After years of acting as a trusted advisor to client’s life goals, we have a few tips on how to set-up your goals for success.
Why a simple budget is a great place to start
Whenever I talk with friends or peers about what I do, I essentially get asked the same thing, “How do I save?” Which leads to the question, “do...
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...
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...
Are You Ready to Head Back to School?
Recently a friend mailed me a postcard with a quote, "The more I know, the less I know." Isn't that the truth? Just because we’re no longer in school, it doesn’t mean our learning should slow down. Lifelong learning can help us...
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...
