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
May 13, 2016

It Can Start with a Conversation

By Glenda Summers, CFP®

“Getting Your House in Order” – We often associate this with something that only sick or dying people should do. “We are in great shape – what’s the need?” or “We will do this later when we get old,” are thoughts many have when they hear this phrase. But what if we took […]

It Can Start with a Conversation
Oct 10, 2015

The Wealth in Your Words

By Cass Grange

What is your story?

My home phone rang the other day. No one calls us anymore. They text. They email. They facebook. I heard the answering machine say, “ Cass, it is your Uncle Dint.” I put down my iPad and raced to answer. I didn’t even […]

The Wealth in Your Words
Oct 16, 2012

How to Have the “Money Talk” With Your Aging Parents

By Cass Grange, Senior Advisor Associate

Talking to my aging parents about their money and their lifestyle was more difficult for me than having the sex talk with my kids.  Even with the best of intentions and, in my case, professional experience and training, it is a challenging conversation

The stakes are high. We don’t want our […]

How to Have the “Money Talk” With Your Aging Parents