Any example of why you should plan…

Any example of why you should plan…

It’s wild to think there are only four more months in 2019. As we get older, time sure does fly. And unfortunately, many folks get stuck in a rut from year to year. Specifically related to taxes — many do not review, or even think about their tax situation...
Before (or after) you say “I do”

Before (or after) you say “I do”

If you’ve been married, you know that there is a big difference between the wedding, and the real work of being married. One of the best pieces of advice I’ve seen for newlyweds is that they need to put just as much planning (if not far more) into the...
Tightening the gaps…

Tightening the gaps…

Lisa Heckman’s “Real World” Personal Strategy Note Four Online Security Moves For Right Now “Passwords are like underwear. Don’t leave them out where people can see them, change them regularly, and don’t loan ’em out.”...
Let’s make some moves…

Let’s make some moves…

Summer is flying by. Do you feel that way? It’s an exciting season with cookouts, vacations and extracurricular activities.  Before you know it, July will be long gone.  How does it all go by so fast? But if you can find some time amidst the craziness, please...
Your family’s financial story

Your family’s financial story

How we are raised around financial matters can impact us for a lifetime. When a close friend or family member loses their home, or their job (or both), it can be frightening on several levels. You begin to wonder if the same could happen to you. And, as you’re...