How to Approach Your Search For a Financial Advisor…And Decide Whether It’s The Right Time To Do So!
Right now, maybe you’re thinking… “I’ve already got a decent grip on my finances, budgeting, debt, investment and retirement planning……
Category: Estate Planning
How Would You Define Financial Wellness?
Most people deal with their finances in compartments. They compartmentalize things. They look at their 401K, they’ll look at their…
Steps to Reduce Your Risk of Identity Theft
Last year was big for our family. We finally gave in and got cell phones for our kids. When we…
Your Responses Don’t Match Our Records
Having a name like Athanassie requires me to spell it, each time I give it to someone on the phone. …
Your Id Has Been Hacked – Now What?
I guess it comes with age, I turned 53 this past week. In recent years, I’ve had friends, family and…
Bankrupt NFL Players – The Hall of Shame
I recently met Jerome “The Bus” Bettis at a conference. For those non-football fans, he was drafted in 1993 and…
Who Needs Stinking Rental Car Insurance
Having moved to the Sunshine State when I was 12, I never had the opportunity to master driving on ice. …
How Vacation Planning Can Help You Live a Better Life
My wife Beth and I decided to venture on another road trip with our girls this summer, so we booked…
Not Knowing About Your Parents Finances Could Hurt You – Part 2
In part one of this two-part blog post, I discussed the advantages of having a plan to deal with the issues…
Not Knowing About Your Parents Finances Could Hurt You – Part 1
My grandmother made the best French toast. I was blessed to have lived with her in my early years. My…