Blog
The Holidays Are Coming
The Holidays Are Coming “The most important thing to remember is there is no right or wrong way to celebrate the holiday season after the death of a loved one. The best coping mechanism for the first holiday season is...
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Why Wealth?
In the Beatles song, "Can't Buy Me Love" there is a lyric that says "I don't care to much for money, cause money can't buy me love." Well said, because money cannot buy you love, but money can do many wonderful things if used as a tool...
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Why a Team is Important
As Financial Advisors, one of our primary responsibilities is to ensure the expertise and services we provide continue to meet yourfinancial needs in an increasingly complex world. With that in mind, we are pleased to...
Read MoreSeptember is Suicide Prevention Month
When you are struggling with depression or just feeling hopeless it may be difficult to see anything positive in the future. Some people may find it difficult to muster the energy to do much of anything. Suicide is a Leading...
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If The Creek Does Rise
It seems like we have experienced a growing number of fires, severe weather, and natural disasters. With that in mind I thought it would be a good idea to post some suggestions on how to protect your valuables and documents just in...
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Where have the trust officers gone?
Peter, Paul and Mary have a song called, "Where Have All the Flowers Gone". Well, where have all the trust and private bank officers gone? There seems to be an organized effort to eliminate these services on a local level...
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Education Funding… lessons for Parents and Kids.
I’ve got 2 boys…. Cash who will be 5 in November (holy cow I don’t know how that happened) and Caden who will be 2 in December. They don’t know it yet but their Mom and I put away money every month into their...
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What If . . .
My father was forced to retire early because of an unexpected health condition. For my parents, what should of trips to exotic locations became frequent trips to the ER. Instead spending their "retirement" years play golf together,...
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7 Reasons Why College Students Are at High Risk of Identity Theft
College student are identity theft's dream. Students are five times more likely to be victims of identity theft than the general population. The reasons for this are simple. They usually live near other students, and they just don't...
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7 Tips for Parents: When Kids Going to College.
You can sense that a new chapter is beginning, but that means an old one has to close. I remember when my first daughter was finishing high school and preparing to go to college. I was clueless and I had not idea where to look for...
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