What’s in a Legacy Drawer?
Having an estate plan, or a will and trust is wise. These serve to pre-plan the management and disbursement of your assets, property and other affairs throughout your life [...]
Start Saving for Spring Break Now
Vacations are a part of life and they are good for you. Allinahealth.org published this article that said we are more productive, have better physical health and improve mental [...]
Are Solar Panels a Good Idea?
Most people only consider the cost of solar panels compared to the savings on their electric bill. There is even a tool that google made to help you determine [...]
Should I Use My Credit Cards for the Rewards?
In short, no. I am a Registered Investment Advisor, Licensed Mortgage Loan Originator, Licensed Property Casualty Insurance Agent, Licensed Life Health & Accidental Death Insurance Agent, and Responsible Individual [...]
What Age Should I Get a Will and Trust?
Planning ahead for when you pass away is important at any age. This process is called estate planning. In this blog, we’d like to lay out some specific milestone [...]
What is a Will and a Trust?
If you’re like most people, you want your family to be protected if something should happen to you. Most know some type of estate planning documents are needed, but many [...]