Chance for Tax Reform Better Next Year

April 4, 2017

Don’t let Uncle Sam stick you with another 2016 tax bill. Here are 7 deductions that allow you to not only keep, but potentially grow your money.


Family-centric Wealth Planning

March 29, 2017

Frank Mullins, CFP, Chartered Advisor in Philanthropy, Family Wealth Consultant with Legacy Wealth Counselors is our special guest this week. Find out what family-centric wealth planning is and how it can benefit you and your family.


Titling of Assets and Beneficiary Check

March 22, 2017

Every year during our Life Planning Reviews, we take a look at the titling of assets and beneficiaries and list these out for the families we work with to find the holes before someone steps in one.


Too Much Information

March 15, 2017

There is no doubt that the instant availability of information has been life changing. However - if we aren’t careful - it could be our demise.


Money Well Spent…or Saved

March 7, 2017

Someone important in my life once told me to spend my money on two things: other people and experiences. Giving to people gives back to you and experiences are memories you will always have. Here are 5 alternatives to spending and taking more risk when it comes to your cash.


Risk Management

February 28, 2017

The base, or foundation, of your Life Planning Pyramid consists of the measures you take to protect everything you build in life: your emergency savings, your legal documents, and your risk management plan. Today we want to focus on the risk management piece which includes your insurances.


Debt - The Good…The Bad…The Ugly

February 21, 2017

“Debt” The word alone makes most people cringe. After all, at some point in our life most of us have felt overwhelmed by debt. So how do we distinguish between the good, the bad and the ugly when it comes to debt?


Fear of Outliving Your Money

February 14, 2017

What choices do you need to make to mitigate the fear of running out of money? We commonly ask families these three questions when it comes to their financial plans.
1. Could you? Could you make a few changes if you needed to?
2. Would you? Would you actually make these changes?
3. When? If so, when? Every year lost is lost to a year of worry. Is it worth it?


The Estate Tax Storm

February 7, 2017

There are tools still available to you which, if implemented, could possibly allow you to weather out the upcoming estate tax storms. It may be now or never to take action and set up a lasting low or even no tax legacy.


Did You Set A New Year’s Resolution?

January 31, 2017

With the beginning of each new year, we set resolutions to set ourselves on a better, more productive path… but oftentimes after we set them, we become discouraged by them, forget about them and before you know it - it’s another New Year’s Eve and time for another set of resolutions. So what’s the point, right? Well, consider this single question and wrap your 2017 resolutions around your answer: “How do you want to be remembered when you are gone?” If you deeply consider this question, it has the ability to influence every facet of your life.