A Strong Start to a Meaningful Journey This first month has been nothing short of inspiring. I’ve had the pleasure of meeting with a handful of our clients, and each conversation has reaffirmed why I am here. Our mission—to bring…
[et_pb_section fb_built="1" _builder_version="4.16" _module_preset="default" custom_padding="37px|||||" global_colors_info="{}"][et_pb_row _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.16" _module_preset="default" global_colors_info="{}"]Legally establishing a trust does not put money into it.[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.24.2" _module_preset="default" custom_padding="0px|||||" global_colors_info="{}"]Perhaps you or your parent(s)…
Review and Possibly Change Your Medicare Plan(s) Annually It may be your plan or that of a loved one who needs help, but unless you have a plan that is subsidized by an employer, it makes good ‘cents’ to review…
[et_pb_section fb_built="1" _builder_version="4.16" _module_preset="default" custom_padding="37px|||||" global_colors_info="{}"][et_pb_row admin_label="row" _builder_version="4.16" background_size="initial" background_position="top_left" background_repeat="repeat" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" custom_padding="|||" global_colors_info="{}" custom_padding__hover="|||"][et_pb_text _builder_version="4.19.3" _module_preset="default" global_colors_info="{}"]Advanced Planning 101[/et_pb_text][et_pb_text _builder_version="4.19.3" _module_preset="default" global_colors_info="{}"]Avoiding mistakes that can derail your efforts[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.19.3" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.19.3" _module_preset="default" global_colors_info="{}"][et_pb_image src="https://papertigresspfc.com/wp-content/uploads/2023/04/Money-2.jpg" alt="Cash…
[et_pb_section fb_built="1" _builder_version="4.16" _module_preset="default" custom_padding="37px|||||" global_colors_info="{}"][et_pb_row _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.16" _module_preset="default" global_colors_info="{}"]Addressing Medicare Confusion[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.16" _module_preset="default" custom_padding="0px|||||" global_colors_info="{}"]Whether you are caring for someone on Medicare, or you have been…
[et_pb_section fb_built="1" _builder_version="3.22" global_colors_info="{}"][et_pb_row _builder_version="4.14.4" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.14.4" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.14.4" _module_preset="default" global_colors_info="{}"]Procrastinator by nature?[/et_pb_text][et_pb_image src="https://papertigresspfc.com/wp-content/uploads/2022/01/Procrastinator.jpg" alt="Bored-man-tapping-keyboard" title_text="Procrastinator" _builder_version="4.14.4" _module_preset="default" global_colors_info="{}"][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version="3.25" background_size="initial" background_position="top_left" background_repeat="repeat" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="3.25" custom_padding="|||" global_colors_info="{}" custom_padding__hover="|||"][et_pb_text _builder_version="3.27.4" background_size="initial" background_position="top_left" background_repeat="repeat" global_colors_info="{}"]If you are not…
[et_pb_section fb_built="1" _builder_version="4.9.4" _module_preset="default" custom_padding="37px|||||" global_colors_info="{}"][et_pb_row _builder_version="4.9.4" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.9.4" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.9.4" _module_preset="default" global_colors_info="{}"]A Journey Worth Taking[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.4" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.9.4" _module_preset="default" global_colors_info="{}"][et_pb_text _builder_version="4.9.4" _module_preset="default" custom_padding="0px|||||" global_colors_info="{}"]Money is one of the most emotionally laden topics to discuss…
[et_pb_section fb_built="1" _builder_version="4.9.4" _module_preset="default" custom_padding="37px|||||"][et_pb_row _builder_version="4.9.4" _module_preset="default"][et_pb_column type="4_4" _builder_version="4.9.4" _module_preset="default"][et_pb_text _builder_version="4.9.4" _module_preset="default"]A Real-life Story [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.4" _module_preset="default"][et_pb_column type="4_4" _builder_version="4.9.4" _module_preset="default"][et_pb_text _builder_version="4.9.4" _module_preset="default"]A few weeks ago, a client of mine was scammed. Doubled scammed really. I’m still not completely clear on…
The Three Pillars of Financial Management are a way to evaluate what might be causing financial instability in your life or that of a loved one.
Clare was mentally acute but had physical challenges that prevented her from writing checks legibly. She had no children and gave power of attorney to her niece. Her niece used the bank account to live a high lifestyle, thinking she would not get caught and that her aunt wouldn’t need ‘all that money’. One hundred thousand dollars later, Clare caught on