February 15, 2019
Inventory Time
It is always good to take a few moments for evaluation when it come to your financial responsibilities. Here are a few items we would like to encourage you to take inventory on. These are things that can be overlooked in the busyness of life, yet can greatly affect your estate.
Read MoreNovember 14, 2018
Paycheck Review
We live in a world of numbers. They’re on signs, calendars, clocks, microwaves, bills, phones, you name it. Most of the time, we scarcely give these numbers a second’s thought. We’re so used to seeing them, we ignore them and get on with our day. But as you know, some numbers are more important than others—like the ones found on your paycheck. Do you know what all those numbers mean?
Read MoreOctober 9, 2018
Back to Basics #5
Take a moment to think about the future. What do you see yourself doing? Traveling the world? Starting a new business? Playing with grandkids? Taking up that hobby you’ve always dreamed of doing? Getting in shape? Improving your short game? Or maybe just relaxing and reading a book? Whatever it is that you see, the future probably looks pretty exciting!
Read MoreSeptember 7, 2018
Back to Basics #4
Many people, young and old, don’t have a will, let alone a broader estate plan. Yet an estate plan is important, even for families who are not wealthy.
Read MoreAugust 6, 2018
Back to Basics #3
While it’s possible to invest in individual stocks, bonds, and other securities, many investors prefer to use investment funds.
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