facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck
%POST_TITLE% Thumbnail

Attorney's Estate Plans: One Big Hurdle, 5 Key Documents

It’s human nature to procrastinate, and attorneys are no exception to this rule. You embark on your legal career when you’re younger and your list of worldly goods fits on a single page. Then along come dependents and partnerships; people, property and priorities you’d like to protect. Fast forward a few decades and you end up with estate planning documents that are inadequate, incorrect, or even missing in action entirely.

Read More
%POST_TITLE% Thumbnail

9 Ways to Find Financial Simplicity

It’s wonderful to have a meaningful career, a fulfilling home life, a busy social calendar, and ample assets, right? Then again, we all have days when we wonder why everything has to happen all at once. And that’s just in our personal lives. Simplicity is a virtue for all your personal and professional pursuits; it certainly applies to your financial interests.

Read More