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 rest of society. While I’m not that person who asks […]
You’re Not Getting Older, You’re Getting Better!
By Cass Grange, Senior Advisor Associate and Director of Business Development
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 about the stories and the history and the childhood memories that define the core of who you are.
Every person’s […]
Seven Excuses for Not Having a Will
By Cass Grange, Senior Advisor Associate and Director of Business Development
Out 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 too young to have a will. Take it from me, you are not as young as you […]
Read This if You Love Your Family
By Bleckley Dobbs, Director of Financial Planning
Do you love your family? Do you REALLY love your family? If so, please don’t be like more than 60% of all Americans and fail to do any estate planning.
The list of rich, famous and just ordinary people who die intestate (without a will) is long, and the stories of […]