Our Blog
Popular Posts
Avoid Nursing Home Poverty
We know firsthand that one of the greatest concerns for seniors is the fear of outliving their savings. No one’s vision of retirement includes going into a nursing home. It’s not what you want for you or your spouse. But if it happens, your income and savings can be...
7 Things Every Executor Needs to Know Before the Funeral
Being an executor is a big responsibility. One that requires great integrity and diligence. Many people will only experience this role once or twice in their life, and it can be hard to know what an executor needs to do. Here are 7 things for an executor to consider...
Get comfortable — no high-pressure sales tactics here
I remember a phone call I had with a company who sells software to law firms. Their product seemed like something that might be helpful, and I was interested to learn more. I spent an hour on the phone with this guy and things looked good -- until the salesman ruined...
Our Blog
What are you proud of?
Do you ever feel pretty proud of yourself? Kind of interesting the stuff that we get proud of. Here are some of the things I have been proud of lately: 1. stopped drinking diet soda. Used to drink it all the time, for years, but my mom kept telling me it would give me...
Can you speak the language?
Part of feeling connected to a family, school, part of the country, etc. is the language we use.
I come from a people who…
I am sitting here at Springfield Clinic getting a bunch of allergy shots. 27 shots, 3 at a time, every 15 minutes (and on my birthday, even). What better time to post to my blog? Who do you act like? In my work with estate clients, I get to hear about the legacy that...
When things get messed up
This afternoon, I hosted a roomful of financial professionals for a webinar. Where we all face forward, listening to a voice through speakers sitting in some other state and looking at a screen with a powerpoint presentation. And it was really great. Great content and...