Planning for Widowhood

Planning for Widowhood

Many of you have heard the phrase “the great wealth transfer” and wondered what it meant. Many assume that it means that the wealth accumulated by “Baby Boomer’s” in their working years will be passed along to their children over the next decade or so. It does. But...
Why Women Need a Finacial Advocate

Why Women Need a Finacial Advocate

Check out our latest video. A recent widow explains why she should have convinced her husband to seek financial planning support a long time ago. It is a real tale of why women shouldn’t allow husbands to go it alone. Click here to schedule an appointment. Or click...