Retirement Head Start

Imagine yourself waking up one day brushing your teeth washing your face and getting ready for your day. Right before you head into work you decide to stop at a local gas station to fill up and grab a cup of coffee. As you’re in the checkout line you notice some scratch offs, you’re Continue reading

Does Your Child’s Special Needs Trust Need a Tune-Up? Probably.

Remember how satisfying it was setting up a trust for your child with special needs? You named a trustee and a successor trustee, signed the paperwork, and paid the legal bills, and then you rested easy at night knowing you had put a plan in place for your child. Done!

Well, not exactly. Continue reading

‘Wor-cation’ Mode

This week is spring break for the kids, but I also chose to indulge a bit myself. I took a ‘wor-cation’ where I would be able to work and relax at the same time. Needless to say I have thoroughly been enjoying this new way of working. If you know me you know I love what I do, so even Continue reading

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