Mar 10, 2023 | Behavioral Finance, Estate Planning, Financial Planning, Retirement, Uncategorized, Weekly Financial Thought
Blog Caring for Elderly Family Members Often referred to as a “sandwich generation” there are many adults these days that are caring for both their own children as well as aging family members. Whether you have kids of your own, or they are already grown and...
Feb 3, 2023 | Estate Planning, Retirement, Weekly Financial Thought
Blog “Estate Planning and Your Financial Legacy” Estate planning can be a daunting and complex concept, but it doesn’t need to be. This week, we highlight a post from Scott Monk over at Charis Legacy Partners as he breaks down the basic concepts within...
May 20, 2022 | Estate Planning, Financial Planning, Retirement, Weekly Financial Thought
“Getting financially organized might not be easy, but most things worth doing aren’t easy!”
Feb 24, 2022 | Estate Planning, Health Care, Housing, Medical Expenses, Retirement, Social Security, Uncategorized
“What difficulties or learnings do you have from caring for aging parents?”
Jan 14, 2022 | Estate Planning, Financial Planning, Retirement, Weekly Financial Thought
With only 15% of registered representatives being Certified Financial Planners ™, it’s important to ensure the qualifications of the financial advisor you decide to engage!
Aug 20, 2021 | Estate Planning, Housing, Retirement, Uncategorized, Weekly Financial Thought
Blog “Putting your House in a Trust” Trusts aren’t just for the uber-wealthy. Anyone with financial or physical assets may consider setting one up to make life a little bit easier for those you leave behind when you die. When you establish a trust,...
