Communication November 8, 20160I’m 75. Now What? Will Rogers once said “There’s no hurry to make a Will. Just see your lawyer…
Goals September 10, 20160Making Sure Your Goals Drive Your Plan Estate and financial planning are complicated. Your goals probably aren’t. So why does everything about…
Goals November 19, 20155Why I Now Hate the “How Much is Enough” Question It wasn’t that long ago that I published a post on how to approach the…