Last week, I promised that I would share what happens when someone dies without creating an estate plan and actually leave assets behind. I won’t get into the nitty gritty. You likely know that those assets will be passed down to family members, at least that’s the ideal outcome… Continue reading
So, in the month of January, affectionately renamed ‘I Kicked My Full-Time Gig & Am Now Retired’ month, we provided a number of retirement tips geared towards those who were newly retired, and applying for Social Security Retirement Benefits for the first time in 2019. This month, Continue reading
It’s still ‘I Kicked My Full-Time Gig To The Curb and Am Now Retired Month!’ (Yes, we already told you we made that up.) As promised, we have more retirement tips for those retiring and applying for their Social Security Retirement Benefits in 2019. Last week, we shared tips geared Continue reading
It’s still ‘I Kicked My Full-Time Gig To The Curb and Am Now Retired Month!’ (Yes, we already told you we made that up.) As promised, we have more retirement tips for those retiring and applying for their Social Security Retirement Benefits in 2019. Last week, we shared tips geared Continue reading
By now, a number of you know that I help individuals plan for the unexpected and protect their valuables through strategic planning, so that they’re not just able to leave a legacy for future generations, but in a better position to avoid living in poverty when they’re no longer able Continue reading
Last week, I received this beautiful piece of cardboard and pin, in recognition of my 10 years of service to the United States Government. Don’t get it twisted, I felt proud, and 
honored to have had the opportunity to serve. They mean more to me than I care to admit, and I will proudly Continue reading
