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Tag Archives: Finances
As many of you know, I am a HUGE (did I mention HUGE?) advocate of proper planning- whether it’s estate planning, financial planning, party planning or vacation planning. Yes, I am that person who creates an itinerary for a family vacation! Recently, I … Continue reading
If you follow us on Facebook or Twitter, you have probably seen the weekly Friday “Homework” in preparing for your estate planning meeting. If you don’t follow us, you should! So, what is this “Homework?” Well it’s basically a list of … Continue reading
Its never too early or too late to start a new goal or challenge. Want to know the key to success?? It’s to DO- take steps that will move you forward. Hope helps, but it’s not enough. As this year … Continue reading