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Category: Plan Wisely

Never Give Up

Never Give Up

Inspiring story of Nick Vijicic.  Nick shows you that you have complete control over how you view your life.  His beautiful view on life and living it to the fullest would make Victor Frankl proud.  Watching this 4 minute story will make all of your troubles immediately melt away.

Estate Management Checklist

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.

Your Emergency Fund: How Much Is Enough?

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 your hood.

Understanding Long-Term Care

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 

Seeing the Big Picture – Financial Planning

Seeing the Big Picture – Financial Planning

I focus on four simple areas to keep you S.A.F.E. and E stands for engagement. Over a 30 plus year career you can collect a lot of assets and build up some significant wealth on your balance sheet. You worked hard and focused on your career and family.  Over time the collection and solutions may not be working together efficiently and can often work at cross purposes to each other. See Lessons from the Winchester Mystery House. ​As you begin to…

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A Return to Bedside Manner

A Return to Bedside Manner

​ 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. His argument is that the most important innovation in medicine to come in the next 10 years: the power of the human hand. Continue Reading

Spotting Credit Trouble

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 approaching credit problems:

Only 168 Hours in a Week

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 things in order to fit it all in. There are only 168 hours in a week. The attached worksheet can help you in getting the…

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What is a CFP

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 CFP®professionals to act in your best interest, putting your needs above their own. Continue Reading

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