Business

Making sure that a loved one with special needs has access to all the opportunities and services necessary for an enriching life can be costly and difficult to coordinate. 

Read more ...

"To be trusted is a greater compliement than being loved." 
                     ~ George MacDonald

Being appointed as trustee is a very real demonstration that you are seen to be trustworthy, that you have the judgment and ability to handle responsibility.  It is a great compliment - And make no mistake, being a trustee is also a great responsibility.  A trustee holds legal title to property for someone else – the beneficiary. 

Read more ...

Very few people could “save” enough for retirement with today’s long life expectancies and earlier retirements.  If you just “save” – yet do not have growth that exceeds both income taxes and inflation, you are more likely to run out of money.

Read more ...

“Live as if you were to die tomorrow. Learn as if you were to live forever.” Mahatma Gandhi

While it can be difficult to confront your own demise, setting up an estate plan is important to ensure that your wishes are followed and your loved ones taken care of after your death. Your estate plan puts your last wishes, hopes, desires and choices down on paper, in black and white, for all to see. The words on the paper speak for you when you cannot.

Read more ...

As a celebration of this joyous Easter season, and the blessings God has given me in my lifetime, I would like to share some of my favorite words of financial wisdom from the Bible:

Read more ...