10 Step Financial Check-up from the Neck Up

With spring’s arrival, the focus often turns to fresh new beginnings, airing things out, cleaning up the clutter, and getting organized. For some, cleaning will [...]

A Legacy of Love

Another Valentine’s Day has come and gone. The champagne is finished, your flowers may have sighed their last breath and the chocolates have somehow mysteriously [...]

Do You Have a Money Tree?

The holidays have come and gone, the bills have arrived and many are starting to look at how they are going to pay those bills [...]

By | January 26th, 2018|Critical Illness, Estate Planning, Financial Planning|0 Comments

National Stepfamily Day

A little-known holiday is celebrated in the US on September 16 called National Stepfamily Day. Although it is not a true “national day” because that [...]

Part of the Sandwich Generation?

No, I do not mean that you grew up liking sandwiches. The ‘sandwich generation’ is a growing demographic within the baby boomers (born 1947-1966) and [...]