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Putting 2017 to rest Year-end financial checklist

Putting 2017 to rest Year-end financial checklist

As we near the end of the year, it is time to look back at what has happened and determine how it will affect your financial future. Check off these important items so you can start the new year’s finances with peace of mind.

INCOME TAX

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Get In shape - Financial Fitness 101

Get In shape - Financial Fitness 101

We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in the air, it’s time to exercise your wallet. Financial Fitness is a set of goals or programs to help you identify your financial goals, and how to get in the best financial shape of your life.

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Infographic: Intentional Living and Retirement - Tips to Thrive in the Next Chapter of Life

Retire to Happiness-Tips to Thrive in the Next Chapter of Life

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Does your financial life align with your values?

Does your financial life align with your values?

When I meet with a new client for the first time, I feel it is important to spend the time to get to know them.  From a financial perspective of course, but even more importantly, from a life perspective.  I need to understand what makes them tick, what excites them about their life and their future. What is REALLY IMPORTANT to them!

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Infographic: Finance 101 - A Lesson in Helping Your Student Pay For College

Finance101lesson

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Put Me In Coach

Put Me In Coach

When I played competitive sports in my younger days, I would work out and train for that sport to become better.  Why, because I wanted to be a better player so I could help the team and make an impact.  To a large extent, I even wanted to be the star and be noticed as a standout.  But I knew one thing for sure; I didn't want to sit on the sidelines and watch the game.

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Living intentionally….What is your life story?

Living intentionally….What is your life story?

Or, what do you want your story to be?  Deep down we all want our lives to matter, and we want our story to be one of significance.  What will your obituary say about you and the life you lived?  Having seen several clients and friends pass away in the past few years, I have seen more obituaries than I care to.

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Think You’re Covered for Travel Abroad? Think Again

Travel Protection

World travel, both for business and pleasure, is on the rise again and with it the risk exposures for travelers. Liabilities and risks that most people typically cover with a typical homeowner’s policy or travel benefits from their credit card companies are multiplied when traveling the globe. Even medical coverage, suddenly becomes more complicated and traditional insurance solutions fall well short of providing the needed protection if they provide any at all.

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Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.

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When Filing for a Tax Extension Makes Sense

When Filing for a Tax Extension Makes Sense

March 10, 2017

The annual meeting is rescheduled to sometime later this quarter and the family reunion is sometime next summer, but like certain holidays and your birthday you know you can always count on a few specific dates. It’s reassuring. One such day is Tax Day, AKA April 15. Yet, unlike a birthday this looming deadline tends to sneak up on you in the least enjoyable way.

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