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Priorities For New Year

I’m amazed at the number of people who have no will or have one that is out of date. Do you think it’s a hassle to take the time and small investment to create one?

Financial Steps To Take

While losses can rattle us, following these six steps can be a huge help.

From Can’t To Can

Wow! What a great way to start the new year!

What Matters

What can you do to make sure you are focused on what matters?

Giving Good Resources

Take a moment to remember. What gifts did you give that were well received?

Little Annoyances

Is fatigue crowding out gratitude?

Blended Families

Clear and transparent discussions on finances BEFORE blending families gives space to know where compromise will be necessary. Also, what if one is not willing to compromise?

"Suddenly Money"

While reducing a later inheritance, living needs may be important earlier rather than later

Widows And Poverty

80% of widows in poverty were not poor before their husbands died. We see two common problems.

Gift Giving

December is a month of gift giving. Why the tradition?

Giving Money

First impulse plans are usually just that, feeling without thinking. Instead . . .

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