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leave a legacy

2 min read

Three Ways to Fund your Legacy

Leaving a legacy for children or grandchildren is often a strong motive for creating an estate plan. But it doesn’t have to be a simple cash bequest that you must carve out now. There are many ways to structure your existing estate so that you have...

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2 min read

Creating a Goal-Based Framework

Goals — we all have them. Whether it’s our health, career, or personal life, most of us have some aspirational vision and goals we want to hit,...

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credit score

2 min read

A Good Credit Score Is A Good Investment

You probably know your credit score is important, and you may even have an idea what your “number” is. But many people don’t focus on their credit...

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Selling your business

2 min read

Selling your Business and Getting the Most Value

If you are counting on selling your business to create a pool of wealth to fund retirement and possibly create a legacy, there are some things you...

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Retirement spending and investing

2 min read

Optimizing your Retirement Spending & Investing

Investing during retirement follows the same “first principle” that investing during your working years does – you want to stay consistently...

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Lomng-term care insurance

2 min read

Long-term Care Insurance - Make Sure You Have a Plan

Effective financial planning is about saving, investing — and managing risk. The saving and investing part is usually focused on retirement, so you...

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life insurance

3 min read

What You Need to Know About Life Insurance

You’ve worked hard, built a career, bought your dream home and started a family. Your income covers your expenses (with some left), you’re maxing out...

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visualize your future

2 min read

Visualize your Future

Looking for a family activity? There’s one that is not just enjoyable family time – it can move you closer to achieving your goals and making your...

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2 min read

Starting a Family? Then it's Time to Start a Plan

Beginning or enlarging your family is a joyous event, but adding long-term expenses also ups the amount of planning you need to do. There are several...

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asset allocation tune up

2 min read

Tuning up your Portfolio

Working with your investment advisor to keep your asset allocation on track to meet your goals is as important as setting it up in the first place....

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