• Financial Planning for Military Families

    Managing your personal finances is important to the security of every family, however, military families face different challenges when planning for the future, especially when service members are deployed. In order to meet these unique challenges, it...

    • January 7, 2019
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  • Estate Planning Basics: The Probate Process

    Losing a loved one is a difficult, emotional experience that can be complicated by decisions around what should be done with the deceased’s assets. It’s not uncommon for family members to disagree and argue over money and...

    • December 15, 2018
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  • How to Organize Your Finances After a Loss

    The last thing you want to be stressed about is managing your finances after the loss of a loved one. Losing a spouse or partner is a stressful event. And yet, during this time, you are expected...

    • August 21, 2018
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  • Life Insurance Can Be Another Source of Retirement Income

    There may be times in your life when purchasing Life Insurance can make a lot of sense. For example, when you have a spouse or children dependant upon your income to survive, life insurance is often a...

    • August 7, 2018
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  • Financial Planning Does Not End with Retirement

    Financial planning does not end with when you leave the workforce. Now that you have built up this nice retirement nest egg, it is time to make adjustments to your financial plan which fits your lifestyle and...

    • July 25, 2018
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  • Stop Wasting Time and Get Your Estate Affairs In Order

    It’s February, and surely by now you have established your estate plan or reviewed your existing plan. After all, it was on your January to-do list! If you haven’t exactly crossed that item off the list yet,...

    • July 7, 2018
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  • Estate Planning: Your 2018 Review

    It’s a new year and the perfect time to review your estate plan. Whether or not you are experiencing any life-changing events in 2018, or whether your estate is large or small, it’s a good idea because...

    • June 21, 2018
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  • Mid-Year Estate Plan Review

    It’s hard to believe we’re halfway through 2018 already. July will mark the mid-year point, which is the perfect time to review your estate plan, as the first half of the year can bring about many changes....

    • May 21, 2018
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  • Estate Planning Basics: Land Trusts and Family Trusts

    Land trusts and family trusts are both effective estate-planning tools that have many similarities. Both types of trusts let you avoid probate and manage assets according to your instructions. Both give you the same flexibility as owning...

    • May 17, 2018
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  • Estate Planning Basics: Wills

    Our  mortality is not something we like to think about, but it is a fact of life and that is why we draft a last will and testament. There is no doubt that you have put in...

    • May 15, 2018
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