Estate Planning Around the Holiday Table?!
Periodically, I will see articles highlighting what a great opportunity the holidays are for discussing your estate plan. The idea…
How to Find Your Purpose in Retirement
Retirement is a relatively new “stage of life.” The ability to save and invest and live without the need to…
Thanksgiving Reflections 2023
Sitting down with clients recently, the first thing out of their mouths was, “Where has this year gone?” Doesn’t every…
How a ROTH IRA Could Save You Big Time in Retirement
In retirement, you have your normal, everyday expenses, but in some years, you will buy a new car or update…
TCRS: What To Do When Your Personal Information Is Part Of A Security Breach?
During the summer of 2023, the Tennessee Consolidated Retirement System (TCRS), notified thousands of state retirees that their names and…
10 Misunderstood Social Security Facts
Social Security is a significant portion of many retirement income plans. The program does much more than pay a benefit…
Identity Theft – 5 Steps to Reduce the Possibility and Inconvenience of Identity Theft
Photo by Towfiqu barbhuiya on Unsplash Most of us, if we haven’t experienced it ourselves, know someone that has been…
Where Does Growth Come From?
Photo by micheile henderson on Unsplash I wrote this piece for one of my client newsletters in 2022. The principles…
Failing to Plan is Planning to Fail – Benjamin Franklin
If you have some free time, google “celebrity estate planning disasters.” What you will find are lists of wealthy individuals…