Six Personal Finance Tips for Happy Couples

Love is in the air with Valentine’s Day just around the corner! The stores are filled with typical gifts like flowers and candy, and restaurants have already started booking up. If you don’t feel like dealing with the crowds and want to spend Valentine’s Day doing something that will have a lasting effect on your […]

A New Year’s Resolution Worth Keeping

It’s that time of year when everyone makes a list of resolutions and goals to better themselves. Many resolutions are focused on fitness, finances, or changing unhealthy habits, but by the time February rolls around almost everyone is back to their old ways. Wouldn’t you like to make a resolution that is worth sticking to this […]

Happy Holidays- 2015

As we wrap up Thanksgiving and move into Christmas, I am reminded of what makes the holidays special.  For me, it is always family and friends. My family, like many of yours, has experienced both the joy of new family members and the loss of others. As I work to complete my holiday shopping and […]

Planning Tips for the Organizational Genius…And the Rest of Us

One of the most important things you can do to assist those you leave behind is to make sure all of your affairs are in order – and I’m not even talking about your legal documents.  While having all of your estate planning documents in order is an important component to providing an easy transition […]

Estate Planning Tips for People Under 40

It is a common misconception that estate planning should happen after you have retired and have accumulated significant net worth. However, it is much better to be prepared before you are ‘over the hill.’ A proper estate plan provides your family with protection if the unexpected should happen. Below are a few tips to help […]