Living for the present, charting a plan for the future
Stay up to date on the latest
check out our articles & newsletters
Our goal is to provide our clients with everything they need to reach their retirement and financial goals.
You Need a Plan… Or You’re Part of Somebody Else’s
There’s a saying I often use with clients: “You either have a plan, or you’re part of someone else’s.” It sounds like the kind of
Understanding the Rules: Why Nursing Home Protection Requires Planning, Not Winging It
By Skip Skolnik When it comes to protecting assets from the costs of nursing home care, most people don’t plan—they react. And unfortunately, reaction is
Life Insurance in an Estate Plan?
When most people think of life insurance, they think of income replacement or debt protection. It’s a tool to ensure loved ones are financially stable
Estate Planning Through Life’s Seasons: Why Every Stage Needs a Distinct Plan
Every homeowner knows the drill: when the seasons change, you prepare. You put the snowblower away in the spring, fire up the lawnmower in the
Estate Planning Takes a Team: Don’t Roll Through Life on a Wobbly Wheel
Imagine riding your bike down a hill, wind in your hair, when suddenly—thump, wobble, snap—one of your spokes gives out. That smooth ride? It’s over.
Julia Child’s” Recipe for a Delectable Estate Plan Soufflé
A legacy layered with love, not chaos. Bon appétit and bon testament! Ingredients: Instructions: Serving Suggestions: Pairs beautifully with a well-organized filing cabinet and a
The Power of Generosity: Why Giving Changes Everything
In a world that often promotes accumulation, independence, and self-promotion, generosity can seem countercultural. However, time and again, generous living proves to be one of
Roths: The Good, The Bad, and The Ugly
The Roth account, named after Senator William Roth, was established in 1997 as part of the Taxpayer Relief Act. Its concept was simple yet revolutionary:
What I Want to Teach My Grandkids
By Someone Who’s Made Mistakes and Learned a Few Things the Hard Way Dear future grandkids, If you’re reading this, first of all—hi! Secondly, congratulations
