Ever wish you had a friend who had successfully retired and could tell you what you need to do? You’re not alone. After helping clients to retire successfully over the years, I’ve observed there are some common, practical steps that help lead to a smooth transition. Whatever retirement may look…
Protecting Your L.I.F.E. Part 2!
Last month, we talked about WHY you may want to consider carrying life insurance coverage. We used the acronym LIFE to clarify four different purposes that life insurance can potentially serve. Using those four reasons, we then discussed the amount of life insurance that may be aligned with your purpose.…
Top 6 Financially Smart Moves to Make This Summer
Ah, summer! The approach of warmer days and the end of the school season mean a change of schedule for most of us. Whether your summer activities include traveling afar or staying at home; watching movies or watching kids; spending more time outside – or more time inside, for those…