Social Security Scam Alert
On March 7, 2024, Social Security held their “National Slam the Scam Day.” It’s clear that if Social Security feels…
Tracking Down Missing Life Insurance
Did you know that according to the National Association of Insurance Commissioners (NAIC), millions of dollars in life insurance benefits…
Asset Protection – For Everyone
Asset protection is a fancy way to talk about risk management, which is another fancy word related to insurance. Maybe…
Give Me Some Good News
I was once on a flight from Nashville to Denver. It was a cloudy day—dark, dreary, with a little rain….
I Love Financial Markets: Love Letter #3
We’ve likely all experienced a local farmer’s market. These are lovely places where sellers of delicious, locally grown food come…
I Love Insurance: Love Letter #2
I know, it’s a nerdy thing to say and surely, I could think of more interesting loves, but I’m not…
I Love Financial Planning: Love Letters #1
With Valentine’s Day squarely in the middle of this month. I’m writing about the things I love about my work. …
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…