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August 20, 2019
The Family Life Guide

The Family Life Guide

This month we wanted to present to you the Family Life Guide – a worksheet we designed to help you gather […]
August 20, 2019
Paying for College

Paying for College

Paying for College … All or Nothing!?!  Talk to your advisor. Graduations are such an exciting time that can bring […]
August 7, 2019

What Does Financial Freedom Mean To You?

Millennials have been credited with ruining the English language. For example, in 2013 the definition of the word ‘literally’ was […]
August 7, 2019
Estate Planning Say What

Estate Planning – Say What?

When we were first married an insurance agent came to the house to set up our auto and home insurance […]
July 25, 2019
Investments

Aligning Your Investments and Your Beliefs

A look into socially responsible investing. A popular trend in investing is the aligning of one’s social and environmental views […]
July 16, 2019

Ethical Wills – The Gift That Keeps Giving

My dad passed away on July 27, 2003. It seems like just yesterday in some regards but so long ago […]
June 28, 2019
It May Not Be What We Think

It May Not Be What We Think

I must confess I get very frustrated with articles, promotions and advertising. Yes I am too anal and “black and […]
June 12, 2019

Health Savings Accounts Now & In Retirement… Are You Taking Advantage?

Rising health care costs have never been greater. In 2017, estimated health care expenses for retirees had risen to over […]
May 14, 2019
Weddings can be murder - like on Game of Thrones

7 Financial Lessons from Game of Thrones

The cultural phenomenon that is HBO’s Game of Thrones, a show of political scheming, heroic battles, and of course, dragons […]
May 10, 2019
Five Things I Wish I Knew Before I Started My Own Business

Five Things I Wish I Knew Before I Started My Own Business

In honor of Small Business Week, I have been asked to write down some thoughts on my journey as a […]