Articles

Large Family

Understanding How Other Generations Think About Money

Kids these days! How many times have you heard…or even said this? Parents these days! Yes, your children will be saying this someday, if they aren’t already. There is an ongoing disconnect between generations and the way they think about a lot of things, including money. This is evident in any family, so the good…
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February 12, 2025 0
Worried

Why Haven’t You Updated Your Estate Plan?

Be forewarned. I am going to be candid here: Whatever excuse you just gave? It is just that—an excuse. First, it’s important to recognize that we all have dysfunctional families to some degree. Maybe you are facing substance or alcohol abuse, your kids are not getting along or there are others that don’t understand the…
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January 24, 2025 0
Dollar

What is Your Money For?

Too often money is looked and considered for just what it is: money. A financial plan focuses on numbers, targets, returns, risk, etc., with a lot of hype placed on the latest and greatest investments, and returns on your money. After all, almost everyone wants their money to grow and they want to protect it,…
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January 16, 2025 0
Goals

How Do You Live Your Best Life?

This is certainly a loaded question… and it’s meant to be. You might immediately think of the people you treasure, the things you love to do, the places you want to see, or the memories you have yet to make. There’s nothing wrong with a little mental wandering when you consider the question, but you…
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January 7, 2025 1
Give

How Can I Give More?

We have worked with several non-profits over the years to help them assist their donors in giving more. These charities often state that their donors want to give more, but they don’t want to put their own lifestyle at risk or disinherit their children. And, ultimately, they simply don’t think they can give more. The…
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December 19, 2024 0
Digital

Be Prepared for the Inevitable or Unexpected in Today’s Age

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. In this article, we’re sharing tips for why, what and how to best leverage technology to make things easier for loved ones. Why Organize…
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November 13, 2024 0
Wheelchair

The Dirty Dozen of Long-Term Healthcare Stats

48% – The chance that you will need some type of paid long-term care services in your lifetime. 1 70% – The chance that you will need some type of severe long-term healthcare need if you are 65 today. 1 7 years – This is the average length of long-term care for a woman TODAY.…
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November 7, 2024 0
Family

IRAs and Estate Planning

When you start your career in life planning and wealth management you realize every day is like drinking from a fire hose. As time goes on…it doesn’t really change. Unfortunately, there is ever increasing complexity that surrounds what seems to be the simplest of planning tools. IRAs, 401(k)s, and other like-kind retirement accounts are a…
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October 23, 2024 0
Family

My Estate Plan – A Will vs A Trust

Just the idea of having a trust seems complicated…but is it? The truth is that not having a trust in certain situations creates significantly more complications than having one. Then again, that’s not always the case. So, let’s break it down and look under the hood. If you die with a Will most likely you…
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October 2, 2024 0
Election

2024 Election and Taxes

Let’s face it…No one wants to talk politics these days, but facts are facts. We are approaching a presidential election, so politics need to be top of mind. As we dive in, I will give you peace of mind though. We are not going to provide any biased content and we are going to keep…
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September 19, 2024 0

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