Putting family first has never been easier.

By |2019-09-04T11:14:51-05:00April 8th, 2019|Categories: Planning, Uncategorized|Tags: , , , |

Putting family first has never been easier. Life and legacy planning isn’t all wills and probate. It’s turning off the cable and taking care of the cat. It’s thinking about flowers at your funeral [...]

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Myth 7 The Final Retirement Myth

By |2017-10-25T19:29:41-05:00October 26th, 2017|Categories: Financial Planning, Retirement|Tags: , , , |

 The biggest misconception of all... Humans need humans. From a planning perspective, specializations as well as general support... Along with retirement comes a laundry list of challenges, complexities and opportunities that sometimes require assistance from [...]

Retirement Myth 5, in a Series

By |2017-10-18T19:45:13-05:00October 18th, 2017|Categories: Financial Planning, Money Matters Tips, Retirement|Tags: , , , , |

Oh boy. This is a big one. While some may not count on everything being covered... 62% is probably lower than imagined. With longevity added into the retirement equation along with the rising cost of [...]

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