The Dream Team

The Dream Team

What does financial protection look like for seniors? In my experience, some people are planners, and some let the chips fall where they may. For those of you who like to have their ducks in a row, lets take you to a point in time where you are up in years, and...
The Best Game Plan Ever!

The Best Game Plan Ever!

  Best Game Plan Ever! Lessons from the Super Bowl Lii Champs The EAGLES won the Super Bowl!  The Eagles WON the Super Bowl!  I’m still pinching myself.  We’ve been to the brink so many times, only to be left bereft.  This time it happened!  They had a game plan....
The 3 P’s of Financial Fitness

The 3 P’s of Financial Fitness

The 3 P’s of Financial Fitness February is Heart Month.  My husband and I joined a local gym.  I’ve decided that it wasn’t procrastination on a New Year’s resolution, it was a month of planning and committing, and it seems very appropriate to begin in February...
Financial Adviser? For Me?

Financial Adviser? For Me?

I thought October would be a good time to talk about financial planning.  As a daily money manager, this is one of the topics I review with my clients.  I have found that there is a lot of confusion out there about what financial planning involves and what the costs...