Life Planning

The 8 Life Planning Issues

Over 35 years of working in various fields of Life Planning has shown us that most people don’t plan to fail –they just fail to plan. And one reason behind this procrastination is that they are overwhelmed by the complexity of the task and don’t know where to start. We feel it is very important for every family to seek help and take the time to focus on the questions that need to be addressed. I encourage you to be proactive as opposed to reactive and live your life on Purpose!

Are Your Assets Protected?

Are your assets protected? What good is all the hard work it took to build your success if you don’t take the time to protect it? We’re talking asset protection on this week’s episode. Here are some of the most common issues we see.

Have You Outgrown Your Advisor?

I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Because of this, I thought I might take a minute to educate you a little about our industry.

Cybersecurity Tips

This week we take a dive into our archive for this gem. In 2021, IT expert Mike Ahern with Kennedy Computer Solutions joined us as our special guest to share some important fraud prevention tips. You don't want to miss this!

What is Your Relationship with Money?

Allow yourself to live LIFE on purpose. Remember, life isn’t about money, it's about living. Learn to control your money so it doesn’t control you. Enjoy this episode from our archive.

The Perfect Investment

You’d almost have to live in a cave to not realize that times are tough right now. And under these uncertain conditions, people are hoping to find the perfect investment—one that’s safe, but offers an outstanding return. Our experience tells us that there is ultimately only one perfect investment—family.

What Happens to Your Digital Assets When Something Happens to You?

We were honored to have Kate Hufnagel, aka The Digital Wrangler™, join us this week as our special guest. In this week’s episode, we talked about how technology — which makes our daily lives easier — has the potential to make things incredibly challenging for our loved ones, should something ever happen to us.

Decompress from Stress

Life gets stressful sometimes, there’s no way around it. This week we give you some tools you can use to help decompress from the stress…whether its financial, business, or life.

Preventative Financial Care

Over 35 years of working in various fields of Life Planning has shown me that most people don’t plan to fail –they just fail to plan. I encourage you to be proactive as opposed to reactive and live your life on Purpose!

Finding Peace in Turbulent Times

The truth is that we do live in interesting times. It is also true that no one or one thing can bring you peace but yourself. Find your horizon and don’t lose sight of it.

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!

When to Start Planning

Angela was honored to be a guest on the Real Wealth podcast this week to share the benefits and pitfalls that could occur when starting a financial strategy later in life. You don't want to miss this.