Category Archives for Plan Wisely

Estate Management Checklist

Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Tip: Trust & Will. One key difference between a will and a living trust is when they take effect.

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Your Emergency Fund: How Much Is Enough?

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, giving yourself your best, “You can make it!” pep talk, you see smoke seeping out from under […]

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Understanding Long-Term Care

Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services estimates that 70% of people over age 65 can expect to need long-term care services at some point in their lives.1 

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A Return to Bedside Manner

Potrait of Gardner Sherrill

​ I was watching the below TED video by Abraham Verghese as he discusses the evolution in medicine and how it has affected the doctor patient relationship. He jokes that as patients have become data points that no doctor will believe you’ve lost a limb until they can see the results of a CAT Scan. […]

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Spotting Credit Trouble

Almost half of American households carry a balance on their credit cards, and the average debt totals $15,325.1 The wise use of credit is a critical skill in today’s world. Used unwisely, credit can rapidly turn from a useful tool to a crippling burden. There are a number of warning signs that you may be […]

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Only 168 Hours in a Week

Where does the time Go?​We tell ourselves we’d like to read more, get to the gym regularly, try new hobbies, and accomplish all kinds of goals. But then we give up because there just aren’t enough hours to do it all. Or if we don’t make excuses, we make sacrifices- taking time out from other […]

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What is a CFP

Most people think all financial planners are “certified,” but this isn’t true. Anyone can call himself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism. CFP Board’s Standards of Professional Conduct require […]

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