June 26

June 26

WEEKLY QUOTE “He that will not sail until all dangers are over, will never put to sea.”      – Thomas Fuller WEEKLY TIP If you are divorcing, make the effort to collect, sort, and catalogue as many financial documents as you can find. As you move further into...
June 20

June 20

WEEKLY QUOTE “We learn by example and by direct experience because there are real limits to the adequacy of verbal instruction.”      – Malcolm Gladwell WEEKLY TIP Do you have a child heading off to college this fall? Financially, it may be time for his or her...
June 12

June 12

WEEKLY QUOTE “Shut out all of your past except that which will help you weather your tomorrows.”      – William Osler WEEKLY TIP One option that might help you leave more of your assets to charity when you pass away: put provisions in your estate planning...
June 5

June 5

WEEKLY QUOTE “Don’t ever take a fence down until you know the reason it was put up.” -G.K. Chesterton WEEKLY TIP Once a baby is born, family health insurance policies usually require the parents to add the child to the policy within 30 days.  If that...
May 29, 2017

May 29, 2017

WEEKLY QUOTE “You cannot escape the responsibility of tomorrow by evading it today.”      – Abraham Lincoln WEEKLY TIP Some of the financial choices you make in the years just before and after your retirement may be unalterable. In recognition of that, an...

May 22

WEEKLY QUOTE “You are the average of the five people you spend the most time with.”      – Jim Rohn WEEKLY TIP Some businesses offer their workers life insurance coverage of 1x-3x salary as part of a group benefits package. This is usually insufficient coverage...