Tag Archives: Estate Planning

It Happens to All of Us, But Most of Us Don’t Plan For It

couple at laptop

What are the odds of getting hit by a bus? 1 in 495,000. Not happening to me, right? But what are the odds that you’re going to die someday? Exactly. Yet only 40% of us put any documents in place about what we want to happen when we die. I always say this topic is…

Who Gets What When You’re Gone?

older couple computer

The sooner you communicate your wishes, the less stress and potentially broken relationships there will be in the end. When one of my nieces was just a little thing, maybe 4 or 5 years old, she saw a spoon rack on her grandmother’s wall (my mother-in-law). It is one of those wooden shelves that hold…

Are You Expecting Your Man to Be Your Financial Plan?

Are-You-Expecting-Your-Man-to-Be-Your-Financial-Plan

What does money mean to you? If you had to choose one word to describe what money means to you, what would that word be? Survival, security, love, power, independence, or something else? Whatever word you identified is the result of years of experiences, beginning in your childhood. These experiences have shaped your money personality…

Three Ways to Leave a Legacy, Not a Mess!

leave a legacy couple

When we hear the term “legacy” we often think of leaving millions of dollars to heirs, so most of us decide “well, that sure doesn’t apply to me!” and we stop thinking about it. However, the word legacy simply refers to passing something from one generation to the next, but it does not have to…

“To Each His Own”

Financial Power of Attorney

A Frustrating Requirement You Need to Understand We head to the pantry this month in our Financial Open House tour, and if you are like me, you have a place for everything. Your pantry is organized the way you like it therefore you don’t really think much about it until you need to go in…

What’s in a Name?

older couple doing paperwork

Be sure yours is correct! Let’s talk about your name. You may love your name, or think it’s just okay, or wish you had a different name, and these days, you can legally change your name if you want. BUT that’s not really the name that we need to make sure we get correct. I…

One Small Step for Wo/man, One Giant Leap for…

Good Habit budget and expense form to prepare personal finances

… creating better personal finance habits! What good habits do we have, or wish we had? In business or our personal lives, a majority of our daily actions are actually completed out of habit without giving them much thought: our morning routine, our drive to work, our bedtime ritual. Have you ever caught yourself driving…

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…

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…