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Monthly Archives: July 2016


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Summer School- Financial Lessons

It’s never too early to teach your children or grandchildren the value of a dollar.  Here are five lessons to help teach smart money management: 1. EARN – Nothing says summer like chores.  From cleaning rooms to cutting grass to washing cars, daily and weekly duties help fill piggy banks.  More importantly, they help kids […]

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Is Your Greatest Asset Protected?

What is Your Greatest Asset?   Is It Properly Protected?                                 Most people believe their largest asset is their house or 401(k) plan.  Yes, we have all worked hard to attain these assets.  However our greatest asset is our ability to get up every morning and produce income.  If it wasn’t, we would all retire today and live in Margaritaville!  Our income is the foundation of our […]

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