facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Financial security. One step at a time.


What Will Your Legacy Be?

In the subject line I asked, "what will your legacy be?" I am not talking about money. Money is a useful tool, yes, but you can't take it with you. We can talk about financial legacies, and in my business we do so often, for it's a component of every good estate plan. Far more important, however, is passing on virtue. What kind of inheritance (rather than how much) will you leave behind for your loved ones?

Read More

Don't Forget

Ah, summer. Do you love it as much as I do? Hot dogs, roller coasters, ice cream, backyard pools and sprinklers...these are what come to mind when I think of summer. I wonder what my children will recall of their childhood summers. Will they think fondly of the long drives in the van to visit far-flung family and friends? Will they think of the awe-inspiring sunset behind the mountains? Will it be the evenings spent chasing fireflies in the backyard with the neighbors?

Read More