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 …
Let’s Talk Turkey About Estate Planning
Wednesday November 08, 2023
Tag: Estate Planning
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 …