1. 5 Key Questions to Ask to See if You Need a Financial Advisor?

    Thinking about your finances… and wondering if a financial advisor would be helpful? Ask yourself these 5 questions: Can you manage your own money or are you struggling to keep up? Do you have the knowledge to successfully invest your money? Do you have the discipline necessary to manage your money? Are you good at managing your money for the short and long term? Are you good at establishing mon…Read More

  2. Organizing Your Estate – It’s Important… and Now It’s Easy

    “Planning is bringing the future into the present so that you can do something about it now.” Alan Lakein Estate Planning by the Numbers Statistically, Americans can always do a better job of life and estate planning: 59% of Americans have Life Insurance. 17% of Americans have Financial Advisors. 45% of Americans have a Last Will and Testament. 38% of Americans have a Healthcare Power of Attor…Read More