Why “It’s Your…”? Many people prematurely relinquish their financial and estate responsibility to others. This could be the spouse, children, neighbor, broker or the advisor. We be...

Ask First! We would like to introduce you to the value of the “ASK FIRST” form that should be filled out by any professional you plan to engage. It takes the professional two minutes to complete and it...

To give or not to give? Our only bias is that we believe folks should consider charitable organizations in their financial plans because our tax system encourages us to do so and giving tells the world about...