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 […]
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 […]
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 […]
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 […]