Financial, Investment and Estate Planning Blog

Hope all is well with you! During these pre-retiree years, assigning a POA can be one of the most critical steps in the financial planning process, so that your wishes are carried out no matter the circumstance. If you have or need a Power of Attorney (POA), it's important to be aware of and understand the options regarding different types. A POA c...

 In honor of "National Make a Will" month, our company is offering a $300 discount for the month of August only for the Estate Docs Pro program (I am offering it to BNI members only!) The email below comes from Davis-Miles law firm (Legal Shield) I know that there are a bunch of us who purchased the program from Vera (if you still have it you ...

A legacy by definition is something handed down from someone who has gone before. However, legacies aren't just comprised of financial assets. They provide fathers and grandfathers with an opportunity to pass along what they believe in, who they are, and what their dreams are. In doing so, they're able to leave a living legacy that surpasses their ...

 Home insurance is so important that you can't even close escrow until you provide proof that you have it. Most people get just enough to ensure the loan goes through and vow to follow up with their insurance company to review their policy later. But the amount of people who forget to do this is astounding. So if you're one of them, you're not...

Many Baby Boomer clients anticipate that their golden years will be much more than just retirement. Instead, they view it as an opportunity to reinvent themselves and redefine their futures.As you get closer to retiring and build your nest egg, we'll need to ensure the amount you're tucking away will support the lifestyle you're dreaming of. From t...

MYGA Whitepaper-2022-Interactive.pdfIn the wake of the pandemic, more than half of all Americans could end up struggling financially in retirement?A lot of that has to do with recent market volatility both domestic and international. Over the last ten years we've seen the market break records over and over. However, that cycle has changed, and many...

The new year is an opportunity for new beginnings – including setting new goals! Whether big or small, setting resolutions can help create a path to greater happiness and freedom. Here's the thing – setting and keeping resolutions isn't one size fits all, so this year, try a different approach to keep those resolutions! SMARTSMART goals are Specifi...

In the wake of the pandemic, more than half of all Americans could end up struggling financially in retirement.A lot of that has to do with recent market volatility both domestic and international. Over the last ten years we've seen the market break records over and over. However, that cycle has changed, and many losses have already occurred. For s...

The new year is a perfect time to review progress toward your financial objectives – whether that's in person or over video conferencing. We want to hear about your interests and plans for the new year so that we may align your desires with financial strategies that are in sync with your goals. Here are three things we recommend you spend a moment ...

We've been talking about smart estate planning and retirement preparation throughout this series of tips to help you avoid making mistakes in your own estate plan. As most of us think about retirement and leaving assets to our heirs, we often consider only the upside: How will I spend my golden years? How much will my children or loved ones inherit...