We often encounter clients who aren’t very concerned about estate planning. Sometimes it’s because they want to put it off — which we understand. No one likes to spend too much time...
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06/20/19
05/18/19
Everyday Affluence: What About Property and Liability Insurance?
We’ve already talked about some of the most common types of personal insurance coverage, like health and disability coverage. But now that you and your family are all set, what about the stuff...
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04/20/19
Everyday Affluence: Here’s the Deal with Insurance Coverage
Insurance is nobody’s favorite bill to pay. It’s kind of like making a bet that something bad’s going to happen to you — and paying that bet every single month. But for many of us,...
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03/20/19
Everyday Affluence: Trouble-Free Tax Planning for Today’s Retirees
You know what they say: there are only two sure things in life, and neither of them are pleasant. While we haven’t quite found a way to outsmart the Grim Reaper yet, Uncle Sam is a bit of a...
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02/15/19
Everyday Affluence: How Modest Living Can Lower Your Debt and Increase Your Wealth
Most of us imagine the wealthiest people living the high life — whiling away their afternoons in heated saltwater swimming pools or jetting off to exotic destinations. But as financial...
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01/15/19
5 First Quarter Money Moves That Will Make Your 2019 Smoother
It’s official: we made it through the holidays, and the new year is upon us. And if you’ve been following the blog, you’ve already set yourself up for smooth financial sailing in 2019, thanks...
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