Nothing Says “I Love You” Like A Sound Estate Plan

Posted by on Jan 27, 2017 in Blog, Estate and Trust Planning, Goals, Income Tax Planning, Life Insurance, Protection Planning | 0 comments

Here Are The Basics Everyone Should Know About Estate Planning:By definition, this is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives.But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs.For example, you may have a small estate and may be concerned only that certain people receive particular things. A simple...

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1987 Fun Facts

Posted by on Jan 16, 2017 in Fun Stuff | 0 comments

  How many of these do you remember from 30 years ago? Ronald Reagan made his famous speech, “Mr. Gorbachev, tear down this wall.” The Berlin wall, that was. The world population was estimated to be just over 5 billion. It is over 7.3 billion now. Popular Movies: Fatal Attraction, Moonstruck, Wall Street, The Last Emperor The unemployment rate was 6.2%. A first class postage stamp was 22 cents. The average increase in price has been less than 2.5% over the 30 years. Record of the Year: Higher Love by Steve Winwood. The New York Giants beat the Denver Broncos in Super...

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Bridging the Gap through 2017 & Beyond

Posted by on Jan 16, 2017 in Goal Achievement, Investments, Life Insurance, Protection Planning, Retirement | 0 comments

Resolutions, Fizzolutions. It’s not enough to want to change something. If all you do is WANT something to happen, it simply won’t. There’s a magic switch that has to go on, and only you can throw it for yourself. Call it the Ah, ha! moment, an epiphany, or holy crap! It has to happen to you, for you, by you. Most times, it’s when a major event occurs in our lives, like having a baby, buying a house, getting divorced, turning 50. You get the idea. New things you do this year have to be so compelling, that nothing will stop you. It wouldn’t hurt if they were easy to...

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