Should I Pay Off My Mortgage Now?
To Pay or Not to Pay – that is a dilemma facing many Baby Boomers today. As retirement is approaching, do you pay off the
August 13, 2019
Category: Estate Planning
How Much Life Insurance do You Need
It is an important questions when considering life insurance: “How Much Life Insurance do I need?” Watch the video and get help to see how
August 6, 2019
Are you Living Your Life on Purpose?
Are you Living Your Life on Purpose? Once a year, I take a few moments to evaluate ‘How am I doing in life?’ I
July 15, 2019
Gift of Love – An Estate Plan
Preparing an estate plan is an act of kindness. You are creating a road-map for your family. That road map tells them how to dispose
February 18, 2016
Gift of Love – An Ethical Will
What is the best gift of love that you can give your family? Time, memories, opportunities, special possessions, wealth? The list could be endless. There
February 11, 2016
Clutter Free Zone – Part 3
If you are downsizing or clearing a parent’s home, what do you do with the unclaimed, extra stuff? Hopefully, you have been sorting into boxes
October 30, 2014
Clutter Free Zone – Part 2
No matter what stage of life you are in, if you are trying to keep clutter free, try these rules of thumb: For every item
October 20, 2014
Clutter Free Zone – Part 1
Clutter Free Zone – Part 1 We spend the first half of our lives acquiring things, and the second half getting rid of them.
August 21, 2014
Tips for Settling Estates
Tips for Settling Estates Being the resident CPA for the family isn’t always a good thing. Not only do you get the questions at tax
September 25, 2013