To DIY or Not To DIY…

Throughout the month of April, we are going to discuss common & foolish estate planning mistakes. Now, I know April Fools only comes once a year. But for our purposes, it is April Fool’s month! This week, we’re going to talk about DIY estate plans and why they’re not such a great Continue reading

Age Ain’t nothing But A Number!

March Madness is still in full-swing!!! But, as much as I love watching the talented Zion Williamson take over the court, I’m still not a Duke Basketball fan…Go Carolina!! Last week, I shared with you that even in the best circumstances, with your most trusted people, items, or brands, Continue reading

Your Default Estate Plan

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

The Best Years Years Of Your Life! Part III

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

The Best Years Of Your Life Part II

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

The Best Years Of Your Life

For most, the month of January is New Year’s resolutions month. But for some, it’s ‘I Kicked My Full-Time Gig To The Curb and Am Now Retired Month.’  So of course, throughout the month of January, I’ll provide a number of retirement tips for those retiring and applying for their Social Continue reading

Who Will Remember You?

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

Sweet Street, Side Street, What Street…?

Now that the trauma is gone, the thrill remains, and the children have agreed to go trunk or treating again, I can finally share our most memorable Halloween to date. This year, we decided to attend Sweet Street at The Park in Kannapolis, NC. By all accounts, it was an amazing event, Continue reading

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