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Financial Planning: What’s Your Legacy?

July 25, 2025 BY Shanna Tingom, AAMS®

When I work with my clients, we have three main concerns when preparing and implementing a financial plan – accumulation, retirement savings and spending, and legacy.

  1. Accumulation is the money..
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Financial Planning Strategies for Divorce

July 24, 2025 BY Shanna Tingom, AAMS®

Divorce is all too common an experience and one that, if you are not prepared, can lead to financial catastrophe. In the midst of all the hurt, confusion, and logistical hurdles, divorce raises the..

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