Estate Planning for Pets
Marley has been in our family for nearly 7 years. She was our first and only family pet, if you…
-
-
Milestone Ages
Early this month I turned 43. Not a very exciting age, but I’m certainly thankful for good health and another…
-
Tax Tips and Deadlines for 2024
Those 1099s and other tax documents reporting dividends, interest, distributions, and more are coming. Forms from Raymond James will be…
-
Umbrella Insurance for Rainy Days…and Broken Arms
Life is unpredictable, and sometimes unexpected events can rain on our parade. A few years ago, friends were visiting us…
-
Home Alone and Lessons on Inflation and Innovation
Each year leading up to Christmas, my family watches many of the same movies over and over again. They never…
-
What I Learned About the Power of Vision from the Biltmore Estate
The Biltmore Estate in Asheville, North Carolina is America’s Largest Home and was first opened to family and friends on…
-
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…
