‘Tis the time of year to be thankful, but let’s face it, that isn’t always easy. Our nation – and the entire world actually – has had a pretty rough go of things over the past few years. COVID uprooted and changed our lives almost overnight. Many of us lost loved ones, friends, and neighbors.…
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Anne Heche is yet another celebrity to die without a Will. When I read this fact, my heart sunk. Of course, I don’t know Anne Heche personally, but I do know what dying without a Will could possibly mean for her family—stress, chaos, conflict and quarrels, and interruptions to daily life for her family in…
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If you’re taking the time to read this, odds are you’re the planner in the family. You take care of most of the financial duties for your family, and your spouse looks to you for the final say on these matters. If that is a fairly accurate portrayal, it is important that you continue reading…
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I recently read an article offering a few statistics from the U.S. Department of Agriculture and one in particular caught my eye: Did you know that the average age of a farm operator in the U.S. is 57.5 years old?!1 At age 57, every farmer or rancher should be considering – or have already considered –…
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You are invincible, right? We all like to think we are… at least until we aren’t. Did you know twenty percent of men die before retirement age? Twenty percent! That’s two in ten men!1. The odds in Vegas can be worse than that and thousands of people still show up to gamble every day. So…
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You have great power over the destiny of your family. In fact, you have the ability save your family… or destroy it. Yes. I am aware that probably hit you square between the eyes. In fact, I hope it did. Too many of us make all the excuses in the world to not work on…
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Refer to any news media and the headlines are teeming with news about COVID…and has been for 2 years. It is no wonder that important information about other areas of interest is getting buried. After placing a few phone calls regarding various legislation that passed at the end of 2019, I thought it might be…
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A fellow advisor once told me a story about trying to help his grandmother with her life planning. “She refused,” he said. “She insisted that John, who had been her advisor and friend for years, was doing just fine for her. Besides, she couldn’t take away the business from a lifelong friend.” He continued by…
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Wow! 2021 has been a whirlwind… sometimes literally in paper. It seems we have had a new proposal almost every day from lawmakers. Social Security alone has been addressed in 10 different bills this year. And taxes? Keeping up with introduced or impending changes is a full-time job. The good news is that we are…
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It’s that time of year when families get together, laugh, tell stories, and eat too much. And like most holiday movies, some of it is remembered fondly all year – and some of it you just grit your teeth to get through. No matter where you fall on that spectrum, I want to bring a…
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