In early November, six middle-aged guys set off on a challenging wilderness adventure that would take us deep into the heart of one of the most remote and inhospitable regions of the United States. We were going to travel by canoe for three days, covering approximately 40 miles of the Rio Grande […]
By Glenda Summers, CFP ®, Senior Advisor Associate
For certain people tax season serves as the once per year review of their financial situation. Marking April 15th off of the calendar with a sigh of relief may equate to putting finance-related records away in a drawer to collect dust until next year. Now that the looming tax […]
By Cass Grange, Senior Advisor Associate & Director of Business Development
Why are we having a moving expert and organizational guru come to talk to our clients and friends? What on earth does this have to do with what we do?
Because everywhere we look, clutter takes a toll on our mental, physical and financial health. It […]
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 […]