The Secret Cost of Pets
It Costs How Much To Own A Pet? The Realities Of Owning A PetOK, so cats and dogs have been friends with humanity for tens of thousands of years, and in the early days the relationship was fairly mutually beneficial, the animals got a safer life with plenty of scraps to eat in exchange for […]
Preparing For A Major Purchase
7 QUESTIONS TO HELP YOU PREPARE 7 Questions to Ask Yourself Before You Make a Big Purchase It’s important to make sure that you’re financially ready to make a large purchase–and that it fits in your budget. Everyone hass a different ideda of what qualifies as a big purchase and it depends on several factors from […]
SELL IN MAY & GO AWAY (Part 1)
WASH YOUR HANDS & (please) TOUCH YOUR 401(k) WASH YOUR HANDS & TOUCH YOUR 401(k)Around this time last year as all of us were settliong in to the beginnings of the pandemic we were parrying the CDC’s catchphrase of “Wash your hands and don’t touch your face” by trying to give a little guidance and advice to […]
Divorce & Special Needs
Divorce & Special Needs – 3 THings to Consider 5 Things to Consider When Divorce Involves a Special Needs Child Custody, Visitation & Support Considerations and a divorce action can be complicated. However, when a child has special needs, those concerns and the decisions that have to be made are all the more important. Parenting is […]
Networking: 3 Ways To Start A Conversation
Here Are 3 Ways To Open A Conversation With Anyone The question we get asked often is “How do I start a conversation at a networking event?” or “how do I start a conversation at a bar?”, or maybe “How do I start a conversation at a party?” We spoke in our last blog post about […]
Networking: 5 Tips to Help You Networking
Think 5 When It Comes to Networking 5 TIPS TO HELP YOU BE MORE EFFECTIVE AT NETWORKINGIn 2019 (prior to COVID) I went to over 90 in-person networking events. 90! If you travel back in time some 20+ years ago when I started in financial services I couldn’t fathom even going to 1. Why? The […]
Charitable Gifting Part 1
Charitable Gift Annuities This week is all about donors. And today is about charitable gift annuities. if you’re thinking that a charitable gift annuity might be right for you, or you’ve been thinking about ways you can make donations, then let’s spend a little time going over the basic of how donors set up charitable […]
The Secret Cost of Pets
Should You Have Pet Insurance? IS PET INSURANCE WORTH IT?Pet insurance is definitely worth it if you have a pet from a breed with a predisposition to chronic illnesses. Generally, the younger your pet when you obtain the insurance, the lower the premiums and deductibles will be. Pet insurance can also be a good idea if […]
Creating A Paycheck In Retirement
Begin WIth A Positive Mindset And Plan For Flexibility Don’t Fall for the Law of Scarcity Even the most optimistic person can develop a limiting mindset upon entering retirement, regardless of how much money they have accumulated. What is a limiting mindset? It basically means that you see resources and opportunities as scarce in nature. “I […]
Taking Your Dream Vacation
5 STEPS TO GET YOU TO YOUR DREAM VACATION Let’s face it, everybody has some place that they dream of going. Right now it may be nothing more than a spot on your bucket list (if you have one). And we know that for some of us the thought of being able to afford to […]