Legacy Planning

What Are Your Calluses Worth?

You’ve worked hard to build a legacy and be successful. Will your family remain successful after you’re gone? 90% of businesses fail by the third generation. The calluses are long gone and there is no foundation for these businesses to fall back on.

Saving for Your Grandchildren

What do you really want to help your grandchildren accomplish? Which is more important to leave behind to your grandchildren? Values or Money?

Legal Documents Aren‘t Just for Dying

Once you reach 18 years old, you need to obtain the basic legal documents. It's astonishing how many families we meet without a single legal document.

Saving Lives Saving Dignity

We were honored to have Dr. Alan Molk, author of Saving Lives Saving Dignity join us this week as our guest to discuss his book as well as the importance of having end-of-life planning in place.

10 Questions You Need to Be Asking Your Financial Advisor

Complexity can lead to confusion. Confusion can lead to inaction. Inaction can lead to lost dollars. Don’t let complexity cost you. Use these ten questions to help you find an individual you can trust to guide you in turning complexity into opportunity.

Did You Miss This in Your Retirement Plan?

Have you ever considered your marital status during retirement – and its financial and social impact that it may have on you?

Too Much Information

As of January 2021 there are over 1.83 billion websites on the internet. 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.

2 Numbers You Need to Know

The tax code can be changed at any time...Do something now or you may end up paying for it later. And remember, we are here to help when you’re ready!

Do You Cut and Paste Your Decisions About Money?

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.

I Don't Like Trusts

Trusts are like apple pie. If you leave out an ingredient, the end result is going to taste bad. Remember, a trust is only as good as you make it.

The Retirement Dream

Imagine that you’ve worked 45 years and saved all you can only to hear that taxes are going to crush your retirement goals. Don't worry, there's hope! Learn how you can retire and stay retired successfully.

Elf on the Shelf Money Advice

What are your thoughts on money? Do you work for IT, or do you allow IT to work for you? This week we learn some helpful tidbits from an elf and how we can apply those to our lives.