Plan smart. Retire well. Protect your family.
Finding true passion in our lives is part of our own individual destinies. We seek passion in every area of our life and involve the people closest to us in our opinions and choices regarding what we truly want in life. We live and breathe it; expressing it in many different ways. Be it through […]
No one likes that dreaded ‘e’ word . . . exercise, but it doesn’t have to be like exercise. Medical studies have proven that walking has been beneficial in lowering ones risk for cancer, increases brain activity and bone strength, and reduces the risk of developing dementia. Walking also promotes a more restful sleep and […]
Did you know that 50% of the 78 million Baby Boomers admit being behind in saving for retirement. Worse than that, there are millions of others who don’t even know where they stand. So if you’ve procrastinated you are not alone! There is hope! You can catch up! But you must take action now! Here […]
In a recent article, Attorney Stephan R. Leimberg points out the top ten reasons why people create a trust: 1. You feel your beneficiary is unwilling or unable to invest, manage, or handle the responsibility of a large, immediate, outright gift. Families with minor, handicapped, or merely financially or emotionally immature children or grandchildren should […]
Millions of families made a New Year’s resolution to save more money in 2024! But, how do we do it? Times are as tough as ever. We are all looking for ways to lower our bills to make paychecks last longer. We want to help you to be successful. Saving money doesn’t need to be […]
Experts recommend seniors to put their money in something safe, with minimum guarantees. For example, Certificates of Deposit’s, annuities or bonds. Now, there are select groups who can afford to play the game of risk that the market entails, but for most seniors living on a restrictive budget, playing the risk game should be avoided. […]
It’s the new year again, and with that comes the struggles of New Year Resolutions. Resolutions are often stressful, unreachable things. But they don’t have to be. They should be encouraging and lead you down the path you want to follow. Making realistic, simple resolutions can lead to a greater chance of success in the […]
When talking to many of my new clients, one of their biggest hesitations to work with me is that they already have a “financial advisor.” However, after really talking to them and going over their situation with them, they realize they don’t have a financial advisor they have a ‘Stock Monkey’. The only thing their […]
In last month’s issue, we talked about improving your attitude by utilizing gratitude, ‘choosing happiness,’ seeing ‘challenges’ not problems, and viewing life itself as a journey. Here are the remaining tips… 5. The Cliché Roses Throughout life there will be times that it feels like life is speeding by and leaving you behind; or it […]
It makes no difference whether you retire at 65 or 75 years old, for most elderly – except the very best off – a serious concern that most have is whether or not they will outlive their income and assets. However, with some simple planning and budgeting, it is easier than expected to overcome those […]
