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September To Do Item

Now is a great time to review your life insurance coverage before you get busy with fall and holiday activities.   Life changes and your benefits wants and needs follow.  Here are a few things to consider:   Does the amount of your policies provide the coverage you want? Inflation erodes the amount so adjustments may be required. Health conditions are a moving target. […]

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A Special Week

This week was a special week for 3 reasons-                                             Wednesday 6/14 was Flag Day and we hung our banners and flags with pride. I met a fellow practitioner for the first time who experienced the unimaginable – his wife died from cancer 4 years ago at age 39.  He has 4 girls and had done […]

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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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4 Key Findings about Women and Financial Advice

March is National Women’s History Month In 1987, Congress passed Pub. L. 100-9 designating the month of March as Women’s History Month to highlight the contributions of women to events in history and contemporary society. Today, women own 1/3 of all companies. The number of women that are the primary bread winners in their home has tripled in […]

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How to Create Lifetime Income

Want to Retire Successfully? 12 Rules to Creating Lifetime Income Before Or After We Retire  Financial success = 2 four letter words-WORK and SAVE. Cash flow governs our decisions. Inflation is the silent killer of cash flow, and must be included in each of our plans. Each of us will live on less in retirement if […]

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Spring Clean Your Finances

    It’s time to throw open the windows and start the annual spring cleaning of our house.  But have you thought about spring cleaning your finances?    The 8 tips below are a great place to start!   Start with your budget.  Take an afternoon to go over your spending during the past few months. Do […]

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Increase Your Income During Retirement

Would any of us get on an airplane if we knew it didn’t have enough gas to get us to our destination? Of course not! When we retire, will our income stay the same? Will it grow to keep pace with inflation? Will there be enough “gas” in our retirement account? At retirement, we don’t […]

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Tips for End-of-the-Year Charitable Giving

Thanksgiving was a time to reflect on all that we have, be grateful and enjoy family.  But as the calendar turns to December, we begin to think about which charities we are going to contribute to before the year’s end. On November 17, the IRS released 6 suggestions to insure successful year-end charitable giving: 1. […]

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A Great Gift!

“A SOCIETY GROWS GREAT WHEN OLD MEN PLANT TREES WHOSE SHADE THEY KNOW THEY WILL NEVER SIT IN.” – ANCIENT GREEK PROVERB Should I Buy Life Insurance for My Children or Grandchildren? When we buy life insurance “for” our children or grandchildren, we are providing them with a gift that will help form the foundation for financial […]

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