planning

A Purpose Behind Planning

Everyone in their lifetime goes through periods of significant loss and this year has been one of those for my family.  We have lost close family members and dear friends as well as acquaintances.  Looking back over the year, we lost someone just about every month and sometimes more than one a month.

Some had lived a very long fulfilling life, others were just starting their life journey. (more…)

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Check Your List and Check It Twice – A Year End Financial Checklist

It’s the holiday season and your schedule may be filled with parties, cookie making, and spending time with family and friends.  But you better not pout, you better not cry, we’re telling you why.  While Santa Claus is coming to town this month; in a few short months so is tax-time.  Read our year-end financial tips that might help keep you off the naughty list come April 15th. (more…)

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