Mar 19, 2019

Reminiscing Reaps Reward

By Megan Poore, Senior Advisor Associate

Summer Cactus

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 […]

Reminiscing Reaps Reward
Feb 7, 2019

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 your 401(k) contribution to $25,000. You don’t have to wait until your […]

You’re Not Getting Older, You’re Getting Better!
Nov 14, 2018

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 […]

Priceless Wealth
Sep 28, 2018

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.

  1. I am too young to have a will.  Take it from me, you are not as young as you […]
Seven Excuses for Not Having a Will
Nov 23, 2014

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 […]

Read This if You Love Your Family