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 …
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Category: Estate Planning
Monday February 19, 2024
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 …
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 …
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 …