Individuals & Families 3/12

LIVING WILLS – HOW OLD – OR HOW YOUNG SHOULD I BE?

Ok – I know you don’t want to think about this. Life is good. Maybe you’re in your 20s or 30s, healthy and feel that nothing could ever...

TAKING EDUCATION ON THE ROAD FOR THE SUMMER

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TAKING EDUCATION ON THE ROAD FOR THE SUMMER

Nothing spells summer like bbqs, baseball, pool parties . . . and kids who forget how to, well, spell. Source: NLG It’s a problem every...

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10 LESSONS FROM A DIVORCE SURVIVOR

D-I-V-O-R-C-E: When Your Life Becomes a Country Song Tammy Wynette’s classic D-I-V-O-R-C-E ballad was released in 1968, and captured a...

CREATE A LARGER LEGACY USING REQUIRED MINIMUM DISTRIBUTIONS

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CREATE A LARGER LEGACY USING REQUIRED MINIMUM DISTRIBUTIONS

Are you facing the situation where you have to start taking required minimum distributions from your qualified accounts but you don’t...

SECRETS OF A FORMER FINANCIAL ADVISOR… “IT TAKES INTEGRITY TO BUY LIFE INSURANCE”

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SECRETS OF A FORMER FINANCIAL ADVISOR… “IT TAKES INTEGRITY TO BUY LIFE INSURANCE”

I was walking the grizzled life insurance veteran back to his room after he spoke to our group of advisors at an education day. On the...

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10 FUN THINGS TO DO IN RETIREMENT

You’ve spent decades in the workforce saving and planning for this day. Congratulations! You did it! But now what? After years of...

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BUILDING YOUR PERSONAL BRAND

Many companies are concerned about their brand and for good reason. What people think of a company and its brand can catapult it to new...

WHEN IT COMES TO BUYING A CAR, ARE YOU FINANCIALLY LITERATE?

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WHEN IT COMES TO BUYING A CAR, ARE YOU FINANCIALLY LITERATE?

Buying a car is as appealing to me as getting a root canal. Turns out, I am not alone. Here is a story that my colleague Gordon shared...

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5 STEPS TOWARDS A WEALTHIER FUTURE

At age 22, I had just graduated from college and was about to embark on my grown-up life. I had a grand plan for how my future would...

10 LESSONS FROM A NEW MOM–STAYING SANE IN YOUR NEW NORMAL

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10 LESSONS FROM A NEW MOM–STAYING SANE IN YOUR NEW NORMAL

As a mom who works outside of the home, I learned early on the importance of a few key items to help me stay sane, balanced and allow me...

PREPARE FOR THE UNEXPECTED: MY CAUTIONARY TALE

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PREPARE FOR THE UNEXPECTED: MY CAUTIONARY TALE

They say life is what happens when you’re busy making plans. It’s easy to look back and wish we had slowed down for a moment and taken...

WOMEN, WHAT DO YOU WANT YOUR FINANCIAL FUTURE TO LOOK LIKE?

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WOMEN, WHAT DO YOU WANT YOUR FINANCIAL FUTURE TO LOOK LIKE?

I am a really girly girl. Sugar and spice and everything nice– I’m that cliché. My favorite color is pink. I love shopping for...

I’M A MILLENNIAL AND I HAVEN’T SAVED FOR RETIREMENT

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I’M A MILLENNIAL AND I HAVEN’T SAVED FOR RETIREMENT

My name is Haley, I’m a millennial and I’m about to start my third (and last!) year of law school. Like many people, my life is full of...

SECRETS OF A FORMER FINANCIAL ADVISOR: THE MONKEY TRAP

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SECRETS OF A FORMER FINANCIAL ADVISOR: THE MONKEY TRAP

The nature documentary footage shows a bare circle of earth surrounded by lush grasses, trees and brush. A monkey cautiously approaches...

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TEACHING KIDS ABOUT MONEY

A Savings Lesson as Easy as Child’s Play. Source: NLG My oldest son, Xander, is about to be 12. Before the end of this summer, he will...

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HOW THE “F” WORD MAKES WOMEN SMARTER

Smart women share a lot of things with each other–a lot. Everything from bad dates to bad bosses, trying to get pregnant to birth...

HOW TO PLAN FOR THE UNIQUE NEEDS OF YOUR FAMILY

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HOW TO PLAN FOR THE UNIQUE NEEDS OF YOUR FAMILY

Life can change in a moment. One day my family became a family with a special needs person. I had been out of the country (and at that...

HOW MUCH LIFE INSURANCE DO YOU REALLY NEED?

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HOW MUCH LIFE INSURANCE DO YOU REALLY NEED?

Typically getting the insurance you need is pretty straightforward. Generally someone else will tell you how much you need for your car...

AN AGING PARENT: WHAT’S THE RIGHT APPROACH?

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AN AGING PARENT: WHAT’S THE RIGHT APPROACH?

Each of us eventually experiences the challenge of watching a parent age and trying to help them navigate the inevitable changes it...

12 BABY SAFETY TIPS | BECAUSE GROWING SMALL PEOPLE IS HARD WORK

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12 BABY SAFETY TIPS | BECAUSE GROWING SMALL PEOPLE IS HARD WORK

Being a parent is exciting and fun but also exhausting and hard! Let’s be honest, if your parents were like mine, they gave us wooden...

US National Debt Clock : Real Time

Charting America’s Debt: $31 Trillion and Counting. Failing to plan is planning to fail!

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