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...
Financial, Investment and Estate Planning Blog
Finances and Estate Planning are 2 critical life areas you can't leave to chance. In this blog, I will share various articles, tips and advice to help you navigate these areas. But a personalized 1 on 1 chat will always trump reading a blog. Call me today!
If you're like most people, you'll do just about anything to protect your loved ones. Yet many of us fail to consider or prepare for the inevitability of death, which can result in heartache, frustration, and unnecessary expense for those you care about. By putting an estate plan in place, you help ensure that your loved ones will be cared for and ...
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You've worked hard to establish a legacy you can be proud of, one that your family can continue to build upon for years to come. And as you know, a comprehensive estate plan is an essential piece of your financial puzzle. However, estate planning can sometimes feel overwhelming, with attorneys, wills, trusts, and other complicated legal hurdles. It...
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