"Are 529 plans worth it?" Read more…
Is Life Insurance for You? 3 Questions to Ask Yourself
When our first son was born, I insisted that my husband and I purchase our first life insurance policies. The topic of life insurance can be overwhelming—and not just because it involves dealing with your own mortality. Everyone’s personal situation is different, so the need and timing for life Read more…
Why Everyone 18 and Older Needs an Estate Plan
I always try to lighten the mood in client meetings when we begin to discuss the topic of estate planning. It is a heavy topic and not an easy one to talk or think about. No one wants to imagine a time in which they are incapacitated or pass away, and they certainly do not want to think of these Read more…
The Psychology of Giving: Charitable Donations in the Wake of Disasters
Natural disasters, such as Hurricanes Harvey, Irma and Maria, leave lasting scars on our country. Millions of people in Florida and Texas are still without shelter and power, and federal officials say recovery could take years. Read more…
June 28, 2017
Credit Card Fraud? No Thank You.
Have you ever misplaced your credit card? What about ordered something online, but shrugged it off when the product never came? Read more…
How to Track Financial Fitness
Source: Fitbit Until recently I wouldn’t have been able to tell you how many steps I walked, how many calories I burned, or my current heart rate on any given day. Now, I have a clever, little device to tell me all of this at the push of a button… and I love it! What I like most about my fitness Read more…
