Financial Planning

10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it together until it’s too late. Sadly, this unwillingness to face reality often creates serious hardship, expense, and trauma for those loved ones you leave behind.  To complicate …

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How to Title Large Purchases

(Originally published July 3, 2019) When making a large purchase people do not generally give much thought to how that asset is titled.  They will most likely default to owning it in their own individual name, or if they are a couple, in both of their names. What if I told you that how you …

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Share Your COVID-19 Story

Good and bad has come from this global pandemic. This week I want to share my good and bad and hear from you about your good and bad. Yes, I am counting down the days to when this thing will be over. However, I understand that there is no quick fix and it will get …

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