Inevitable, Part of the total financial planning process I work on with clients must include estate planning and how assets can best be distributed upon death. It is not a subject easily embraced by many people, but nevertheless an important matter that has serious implications for the family involved Perhaps the following strategies will help…Read more
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"When my child was 15 years old, I was the dumbest adult on earth. When she reached age 18, I was a fountain of wisdom. It's amazing how much I learned in those three years." (Author Unknown) Our dear friend's daughter, Hannah, was 16 years old this month. Residing in Tennessee (yes, here comes another…Read more
A person perceived as "wealthy" is usually a person who has money, toys, a big house and all the things others doesn't, or which they did. Wealth, as defined by Merriam-Webster's is "an abundance of valuable material possessions or resources." What is your perception of wealth, and how do you become "wealthy?" From the moment…Read more
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