estate planning

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Estate Planning Basics

By |2017-05-09T22:12:37-04:00August 12th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , |

When it comes to estate planning, women have unique concerns.  The fact is women live longer than men.  That’s important for several reasons.  First, you’ll not only need your assets to last longer, but you’ll also [...]

My Money Checklist

By |2012-03-20T13:41:13-04:00March 20th, 2012|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , , |

Just like your vehicle your finances need continual maintenance. Wouldn't it be wonderful if there was a simple checklist out there to help keep you on track with your financial maintenance? Well, now there is!! Below [...]

Suitability vs. Fiduciary: What’s the Difference?

By |2011-11-17T15:40:01-05:00November 17th, 2011|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , |

You have been working hard.  Saving, investing, and dreaming of someday retiring and enjoying the fruits of your labor.  Whether you feel you have done well, or are maybe feeling embarrassment for being under prepared, you [...]

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