14 Ways to Show Your Finances Some Love This Year – Part 1

14 Ways to Show Your Finances Some Love This Year – Part 1

Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But...
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Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This

Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This

As parents, we're hardwired to prioritize our children's well-being above all else. We work tirelessly to provide for them, nurture...
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Love Your Business? Love Your Family? Then You Need a Succession Plan

Love Your Business? Love Your Family? Then You Need a Succession Plan

You've put blood, sweat, and possibly a few tears into building your business from the ground up. You've got the...
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Want to Show Your Partner How Much You Love Them? Put Them In Your Will

Want to Show Your Partner How Much You Love Them? Put Them In Your Will

Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways...
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2 Conversations About Money and Death You Need to Have With Your Parents Right Now

2 Conversations About Money and Death You Need to Have With Your Parents Right Now

If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know...
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Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way

Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way

A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest...
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This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last month, now...
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Your Most Important New Year’s Resolution: A Kids Protection Plan

Your Most Important New Year’s Resolution: A Kids Protection Plan

As we welcome the New Year, filled with hope and resolutions for a brighter future, if you have minor children...
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Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean For Your Life and Family

Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean For Your Life and Family

Trying to find the right lawyer to help with legal matters, especially if you are under the gun in a...
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What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1

What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1

Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver,...
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