Is Your Financial Plan in Step with Your Life Goals?

Couple planning ahead

Financial Planning

If you are reading this blog, you most likely have already created your financial roadmap to the future, but it bears reminding that even the best laid plans can change in a moment. How long has it been since you reevaluated your plan? Is it in step with your life goals as they stand now?

Estate Planning: Fairness & “Entitlemania”

Talk to any daily money manager, financial advisor or CPA, and we all agree that having a current estate plan is a must, especially if you own real estate. But there’s an underbelly to estate planning that many don’t like to discuss. Family squabbles. Hurt feelings. Broken relationships. You can help your survivors and beneficiaries now by managing emotions and expectations before it’s too late.