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!

Your Impact Really Lasts!

 Fathers and grandfathers are pillars of financial, emotional, and spiritual support for their families, and their behaviors are imitated by the children in their lives. And in a time where authority is questioned and leading is challenging, we need their positive effects now more than ever to help guide our youth. Their impression on children...

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Your Best Legacy Is Free!

Fathers wear many hats. And in today's busy world, it can be challenging to prioritize the responsibilities of work, family, and other opportunities. While fathers long to provide their children with the best of everything, what children need the most is a father's gift of himself.The saying "Being present is the greatest present!" rings very true ...

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Avoid Becoming the Bank of Mom and Dad

It's common for adult children to ask their parents for financial aid, even if you've worked hard to raise your kids to be self-sufficient. While it may be your instinct to want to help your child, you need to consider how your child's request for help could impact your own retirement plan. Here are some guidelines that can help you avoid potential...

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Teaching kids good money habits

If your kids regularly save their allowances and birthday money, they're well on their way to establishing great money habits. So let's build on that strong foundation with some early entrepreneurship lessons.Here are three real-world lessons and/or activities to further prepare kids and teens to successfully create wealth:Encourage entrepreneurshi...

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3 Ways to Raise Money Savvy Kids

Imagine if you gave your kids their inheritance tomorrow. How quickly would they spend it all? For most children and teens, once they get their hands on cash, they can't wait to spend it. If they aren't taught the power of budgeting and delayed gratification now, not much is likely to change in adulthood. How valuable can a job, nest egg, or inheri...

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Children turning 18

Having a child turn 18 is cause for big celebration! As excited as you may be for them to start taking ownership of their lives and accountability for their actions, there's one area of control you may not want to give up quite yet. Did you know that once your child is 18 information regarding their education will no longer be disclosed to you with...

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Children turning 18

Many clients have children on the cusp of turning 18 and some have already hit this landmark birthday. It's such an amazing milestone to celebrate that it may leave you wondering how the years flew by so quickly. But just because your child is now officially an adult doesn't mean they aren't going to want or need your financial guidance or help. An...

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