Life is too short to live it serving your money. So, don’t! Make a commitment that your money will be here to serve you and get your 3-step Life Plan in place today.

You live your best life by clarity, communication, and commitment to your core values. Commit to yourself to define and live by your core values starting in 2025!

Charitable planning is on purpose and by design. It isn’t for everyone, but it is something you should ask about if you want to replace Uncle Sam in your financial plan.

Preparing for the inevitable, or the unexpected, is not something that a lot of people like to think about. And today’s high-tech world is creating numerous, unintended challenges for loved ones. Here are some tips for why, what, and how to best leverage technology to make things easier for loved ones.

Have you ever thought about what it could mean for your family if you needed care? What decisions would need to be made? Who would make them? How would things look? What impact would this have on your spouse and kids?

Having an estate plan ensures that your wishes for your estate are carried out when you pass away or if you become unable to make decisions for yourself. This week we’re looking at the differences between a Will and a Trust.

Election day is right around the corner. It’s important that you’re well educated on the tax proposals for each candidate. No matter what your political views are, be sure that you get out and vote.

Imagine yourself in your favorite spot in the world. You are in the last days of your life and looking back at your story. What do you want your story to be? Are you living that story today? If not, why not? If not, how do you change your course?

The accumulation years are the easy years…if any years are really easy years. And frankly, that is when you need to start thinking and become proactive about your retirement years. Here are some things to consider.