When it comes to financial services, we are of the opinion that having a good relationship with your provider matters a great deal.
I thought our kids would be under our roof forever. It seemed like a never-ending stream of carpools, homework, playdates, drivers’ ed, college prep and then……a huge void. What happened? Who knew it would feel so empty! But, if we did our jobs, they leave and venture out on their own. They are always in our hearts, if not under our roofs!
Megan Walls on Personal Branding
Your personal brand both precedes and follows you. Are you satisfied that your brand tells the story you want others to know? Megan Walls provides guidance of what you might consider when crafting your branding message.
Debt: Creator or Destructor of Wealth?
“It is the debtor that is ruined by hard times.”
—Rutherford B. Hayes
.With two recent bank failures in less than 72 hours, understanding the protections offered by FDIC coverage is important. We often think of our cash as "safe" money, right? It can be very safe, if you follow the guidelines set forth by the FDIC, which, by the way, is backed by the full faith and credit of the U.S. Government.
Protecting your Paycheck
Disability insurance protects your income in the event you experience a short-term or long-term disability. It is a critical piece of a household's risk management plan.
Women, Money & Power
Women have tremendous financial power. The opportunity cost of not using it fully leaves us vulnerable to under achieving, under earning and under saving.
Even though this topic gets plenty of coverage, there continues to be confusion. This is an essential read for young adults and/or if you struggle with your own credit score.
Secure Act 2.0
Estate Planning: The Who, Why and What
The estate plan is the cherry on top of your life plan sundae! You and only you can decide how and to whom to give power and access to your wellbeing and a lifetime of building an estate.