Why “Enough Money” Isn’t Enough
By Cass Grange, Senior Advisor Associate and Director of Business Development Back in the old days, retirement wasn’t really a word, let alone an industry, or a lifestyle. You worked in agriculture and just gradually slowed [...]
Reminiscing Reaps Reward
By Megan Poore, Senior Advisor Associate One of the job hazards of having been a financial advisor for 16 years is that my boundaries about talking about money are not in line with the [...]
You’re Not Getting Older, You’re Getting Better!
By Cass Grange, Senior Advisor Associate and Director of Business Development With age comes opportunities! If you turn 50 any time during 2019 (even the last day of the year), you can now increase [...]
Priceless Wealth
By Cass Grange, Senior Advisor Associate and Director of Business Development During this Thanksgiving, talk to your family about your priceless wealth. No, I am not talking about the money or investments. I’m talking [...]
Seven Excuses for Not Having a Will
By Cass Grange, Senior Advisor Associate and Director of Business DevelopmentOut of all the discussions I have with clients, the question: “Do you have a will?” brings up the most angst and the most excuses.I am [...]
Which Wolf Are You Feeding?
By Thomas Twombly, President Years ago, I heard a story. The original version is long lost to me now, so I apologize for not giving appropriate credit to the original author here, but its [...]