Legacy Planning

Prioritizing Your Dollars

What do you value most? We forget that our money is a tool and it should be treated as such. Prioritize your dollars to match your values and don't delay!

Do You Cut and Paste Your Decisions About Money? (Rebroadcast)

Think of your 3 favorite restaurants. Now imagine the head chef from each made his/her very best dish for you. Sounds splendid, right? Now imagine if you took a big bowl and mixed these three dishes together with a wire whisk. How does that sound? Not so good, right? So why do we do that with our money? We cut and paste every strategy that sounds good and mix it all together. No matter how superb each strategy may be, when you mix the 3 they may not mesh well together at all.

RMDs - New Year New Rules

Secure Act 2.0 is here. And with it comes changes to your retirement planning. This is certainly a year in which you cannot procrastinate. This week we share some helpful tools you can use to navigate this complex topic.

If You Only Knew...

As our wisdom grows so does our passionate desire to impart this wisdom on our loved ones. After all, most of our wisdom was gained by some hard knocks with good stories behind them.

The Must Have Money Talk

63% of affluent 18-22 year old’s say that financial stability in retirement will depend on inheritance. Should inheritance be a retirement strategy? Find out more on this week’s episode.

A Giving Heart and a Skeptical Mind

Is there a way to know that the money you donate to a charity is being used effectively? We give you some helpful tools to use for your charitable giving. You don't want to miss this week's episode of Life Planning 101!
(Episode originally aired in 2019)

Family Care

We have pandemic in this nation, and for once, I am not talking about COVID-19. The pandemic is the growing need for long-term healthcare and how ill-prepared families are for it. Find out more on this week’s episode.

Gratitude Isn’t Always Easy

Our world is a mess, but the cleanup can start in each of us with a simple, random act of kindness. Let’s make a family challenge - What can we do to start a ripple effect of gratitude?

The Time Value of Success Issues

A lifetime of success can a feel a little overwhelming. You don’t have to do the job alone. This week we share 3 important steps to help you setup a solid foundation.

Do You Have an I Love You Plan?

Think about the people you love and care about—your spouse, kids, grandkids, siblings, parents, employees. How would they fair if you suddenly died? Do you even know? September is Life Insurance Awareness Month. Find out more on this week's episode.

Estate Planning Isn’t Just for Your Kids

There is so much more to estate planning than having a will and telling your spouse where everything is. If you haven't made an estate plan with and for your spouse, there is still time…and we are here to help.

A Tax Nightmare for Your Business

Don’t leave your spouse and partner with a tax nightmare. Let us help you review your situation and show you any pitfalls that may be in your current plan.