Week 7 - Tips for Preparing Legal Documents

Week 7 – Tips for Preparing Legal Documents

Monday February 19, 2024

Never skip leg day. And don’t skip estate planning either.  This week’s workout: Prepare Your Legal Documents Your estate plan is like a workout program, one that supports all the …

Family at a dinner table

Let’s Talk Turkey About Estate Planning

Wednesday November 08, 2023

Let’s be honest. Most of us aren’t the type to finish our holiday shopping by Labor Day, and those New Year’s resolutions from 2023 are still clinging to the refrigerator …

Stressed Mother With Two Young Children At Baby Group

All He Got Was a Quote! The Importance of Life Insurance

Thursday September 07, 2023

As a financial advisor of 30 years, I’ve spent a lifetime talking to military and civilian families about financial planning, investments, and securing their future.  Most days ended with a …

caregiver with sick child

Went to Bed Carefree, Woke Up a Caregiver

Thursday April 06, 2023

Life is uncertain. Life is unpredictable. We’ve heard this many times but most of us never really understand the true meaning until something happens to change the course of our …

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