As you think about holiday gift giving, you might not think about financial planning tips for leaving a legacy to your heirs but it is an important consideration. When I work with my clients, we have..

It’s that time of year again. For many of us it’s merry plus a lot of stress. Money, budgets, and a sense of obligation often make us spend more than we should only to regret it in January when the..

When it comes to personal financial planning, it can be quite confusing if you’re not sure of your goals. It’s the same if you don’t have a destination for your next vacation!

Each year my husband..

There are two things you can count on in life – death and taxes. In either case, what you do today can save you later. While I don’t know the secret to living forever, I do know about planning a..