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. What’s an End-of-Life Plan & Do You Need One?

    The Coronavirus has caused many of us to think about how fragile life really is. What would happen if we got sick, incapacitated or experienced the inevitable outcome?  What would happen to our families and loved ones? Those questions beg another question… Do you have an End of Life Plan? An End-of-Life Plan is your way of communicating what you wish to happen as you approach the end of your li…Read More

  3. Growing Old as Described by Comedian George Carlin

    George Carlin reminds us, the only time in our lives we like to get old is when we’re kids... When asked how old you are? If you are less than 10 years old, you are so excited about aging you think in fractions. I am four and half going on five. You are never thirty-six and a half! When in your teens, you jump to the next number or even a few ahead. I am gonna be 16! You could be 13, but hey, yo…Read More