Financial Planning

I remember a time from the start of my career in insurance that changed how I think about planning for retirement. One of our family friends, Steve, was getting close to retirement, and he was [...]

Key Takeaway: A Living Will is a legal document that instructs a judge how to distribute assets and property to your heirs. Meaning, a Will has to be reviewed through the probate process. A [...]

In a world filled with uncertainty, it’s more important than ever to help protect your loved ones and safeguard your legacy for the long-term. A comprehensive estate plan helps you do just that. [...]

When we think of financial milestones, we sometimes imagine them as black-and-white. But as we move through life, we all encounter new goals and ambitions that we strive to achieve – and [...]

Breaking generational trends isn’t easy. Do you rely on luck or do you seize the day and make your own financial decisions? When the world feels gloomy, it can be easy to give in and accept [...]

Ladies, it’s time to break the silence and take hold of your own financial destiny! Too often, women are neglected and under-served in the financial realm. Building financial confidence [...]

It’s been a few months since you made that 2023 New Year’s resolution to get your finances in order. So how’s it going? Are you making progress? Or is it time to make a change? [...]

What is Identity Theft? Identity theft is when someone pretends to be you with the intent to access your bank accounts, credit cards, medical care, and other assets. According to the US Federal [...]

When you lose or change jobs, there are a few different strategies you can take. At The Resource Center, our goal is to optimize tax efficiency and identify each client’s financial goals. In this [...]

Ho ho howdy, friends! As I’m sure you’ve noticed, inflation is creeping up on us this holiday season. While I’ve had a lot to say about what that might mean down the road, I think it’s also [...]