Category Archives: Estate Planning

A Month to Remember

relaxing Mind Money Motion

The decisions we make now will impact us in the future… Quarantine. Lockdown. Shelter in Place. Social Distancing. COVID-19. Whoever heard of these terms before or even knew what they meant let alone were intentionally living them every day until now!?! None of us will ever have another Spring, April, Easter, or second quarter of…

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

Get Your Financial House in Order

Make this the Year You Get Your Financial 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…

Do You Prefer Comfort, or Confusion?

Comfort NOT 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,…

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

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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…

An Epidemic: Financial Illiteracy

April 2019 – Because we’re living longer, saving less, feeling less secure about our jobs, and not requiring financial literacy be taught in a majority of our schools, it’s no wonder 40% of millennials say they are overwhelmed with debt, living paycheck to paycheck and are unable to save for the future. Or that 60% of…