Blog
Blog
Increase Your Activity to Improve Your Life
If you’re feeling like your exercise habits might be slipping into hibernation, try one of these three simple ideas to keep moving…
Legacy Planning with Intent
Legacy planning is often the last piece folks tackle in their financial planning because it’s the least appealing to think about.
Better Goals, Better Results
We tend to overestimate what we can accomplish in the short-term and underestimate what we can accomplish in the long-term.
Advice For Life
Outsource to Improve Your Life
Was this finally the year that you took our advice, put down your pad and pencil, and let a CPA handle your taxes?
Three Steps to Balancing Today with Tomorrow
The challenges of the last couple years have filled many people with uncertainty about the present and concern for the future.
Turn Your Retirement Puzzle into a Plan
If you are considering taking this important step, you have nothing to fear.
SMI Transition Planning
Funding the Continuation of Care – The Impact on Traditional Retirement Planning 3
The expenses associated with the continuation of care for your loved will not simply go away at your passing.
Selecting Your Child’s Advocate(s)
Whatever plan you have in place for your child once you are gone will only work as well as the individual(s) you choose to implement it.
12 Funding the Continuation of Care – The Impact on Traditional Retirement Planning 2
The expenses associated with the continuation of care for your loved will not simply go away at your passing.
Every month, Paul shares his thoughts, stories, and wisdom.