What are your financial goals? Are you on track with those goals? If you’re struggling to stay motivated, here are some helpful tips so you can get in the financial shape you want.

It is easy to throw our hands up when we are trying to help another generation financially, especially when it is our kids or parents. The reality is, though, that their experiences with money are far different from yours.

More than just lyrics to a song, these words really hit home. The only way our country and our world will get better is by each of us starting in our own homes and own communities. It starts with us.

What is it about our minds that make us more impatient the closer we get to our goal? The problem sometimes develops that we become so focused on “getting there,” that we become a human ‘doing’ instead of a human ‘being.’

What you leave behind when you die is about so much more than the money. It is not just an estate. It is a legacy.

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.