Helping you move towards your goals

What, besides material possessions, can we hand down to the next generation?

The 2022 Financial Fitness Checklist is attached here to help you identify key areas of your financial life which may need attention this year.

Here is an article addressing Financial Planning for the Generations. I think you may find it helpful in evaluating your own financial plan.

It is not easy to contemplate your own mortality, but a good estate plan can bring you peace of mind, make sure your family is provided for, protect your assets, and promote family harmony when you are no longer here.

How prepared are you for the possibility of a serious illness that could prevent you from making your own health and financial decisions?

Here’s how to get a jump-start on creating a system to organize your bills, statements, policies, and other financial paperwork.