February 18, 2021
Estate Planning: Legacy is much more
Leave your legacy in dollars, cents and in who you are, what you mean to others. In the words of Max Lucado-“Outlive your life!” You may think of legacy as a word typically associated with estate planning, charitable giving, and […]
February 2, 2018
20s, 30s & Beyond…Money Matters by Age
Recently we met with the child of one of our “fifty something” clients. She is in her late 20’s. She was aware enough in 2008 to hear about the devastation that friends of her parents suffered during that time in […]
October 27, 2017
Aging Parents…and…Becoming The Sandwich Generation
I’ve recently discovered that I’m becoming part of the “sandwich generation.” Heads up—you might be joining me here… Social worker Dorothy Miller, originally coined the term “sandwich generation” back in 1981. The sandwich generation is a generation of people who care for […]
August 2, 2017
The Importance of a Good Financial Partner
What do marriage, death, divorce, moving, major illnesses, job loss, buying and selling a home, and having a baby all have in common? It probably gave you a little anxiety just reading that list. These are among life’s most stressful […]
July 24, 2017
The Everyday Way to Educate your Kids about Money
It’s never too early to share some of the fundamentals of money and business with your kids. Opening their eyes to see the business side of things around them can actually be really fun. And, why not help them start […]
June 26, 2017
What does Financial Wellness mean to you?
Some say it’s as simple as living within your means. Others might see the tie-in to an intricate balance of the mental, spiritual and physical aspects of money–or having an understanding of your financial situation and taking care of it in […]
