The Month of Magic Words

Remember as a kid being asked “What are the Magic Words?” You were probably being reminded by a parent, teacher or grandparent to remember your manners and say “please” or “thank you” right? Or now that we are in February (how did that happen already!?!), you might think of Magic Words appropriately being “I love…

Getting Your Ducks in a Row

Make this the Year You Get Your House in Order I love New Year’s Resolution time of year not because of the goal setting, but because it gets us thinking about the results we are seeking. Once you know what outcome you want, your best success comes in focusing on the small action steps that…

Do You Prefer Comfort, or Confusion?

Do you love the holidays like I do? Or do you feel more like Scrooge (like my husband pretends to be)? If it’s not “Bah humbug”, then what is it that brings you joy? Lights, music, food, festivities, gifts, baking, gatherings, decorations, smells, traveling, the weather, church or school activities, wrapping, shopping, Christmas cards, lots…

A Time for a Positive Focus

In grade school we learned that Thanksgiving originally started as a feast to celebrate a harvest but did you know that we have Abraham Lincoln to thank for making Thanksgiving a federal holiday in 1863? Lincoln proclaimed the fourth Thursday of November (which is why it is so late this year) to be a national day of…

Love Your Wife After You’re Gone

October is National Estate Planning Awareness Month which is why it is so fitting that we appreciate Pastor Jack, from Avondale Baptist Church, for sharing a copy below of his April 9 blog about how to love your wife even after you are gone. This is not just a message to men. The same message…

Is “Enjoy Life” on Your List?

Mind, Money, Motion…where to start? We all have something we know we want or need to improve in our lives. The hard part is either getting motivated to make that change or identifying specifically what to change (and sticking with it) or both. A friend of mine from church, who likes and uses checklists to…

Less Worry, More Life

What is the one thing everyone wants in life? No matter where you live, what your situation is, or exactly how you describe your answer, we all have the same goal…happiness. Your definition of happiness is where we will each differ. Some definitions are related to financial independence, love relationships, accomplishments, personal passions or hobbies,…

It’s vacation time, are you REALLY ready?

June 2019 – Are you ready for a stress-free vacation season this summer? To be truly stress-free, you need to consider the Must-Dos of estate planning before you go.  I jokingly (but not really) tell my financial planning clients to book a trip on the calendar if they want to get their estate planning documents…

Knowledge is Power!

May 2019 – Guest post by Barb Regis – It’s Skin Cancer Awareness Month, so now seems as good of a time as any to share my story and as a good reminder about the importance of being prepared, not only financially, but making sure you and your family have a plan in place because you never know…