Health and Lifestyle

June 17, 2022

To the inventors of the “dad joke”, we salute you! Happy Father’s Day!

Every Father’s Day, we celebrate our dads. We recognize all the things they do for us. We recognize the example they set through their work ethic, their character, their strength, their patience, and their love. In short, we celebrate the best qualities that dads have to offer. But are we leaving something out? Are we forgetting to appreciate the most revered, time-honored aspect of all time? We’re referring to, of course, The Dad Joke. Dad Jokes, as you know, fall under the “so bad it’s good” category of humor, a much-beloved tradition of dads everywhere. So, in honor of Father’s […]
June 2, 2022

Remember and Honor

When you were young, you may have asked your parents why we observe Memorial Day. While some people use it as a chance to throw a backyard BBQ, others take the time to visit cemeteries, pour over old photographs, or read the stories of those who died serving our country. “But why?” It seems like such a sad holiday. Why do we do it? We’d like to show you something you’ll never forget. It’s a speech given by President Dwight Eisenhower – and if there’s any president who understood the “why” of Memorial Day, it was surely Ike. It’s an […]
September 1, 2021

Make Retirement Great Again

As an advisor in the greatest country in the world, I’m blessed to work with fantastic clients. They have long aspired to a work optional lifestyle. Some chose to work part-time or volunteer for incredible causes. But most are fully retired, traveling the country, hiking, biking, enjoying family and grandkids, attending sporting events, pursuing hobbies, boating, skiing… the list goes on. Was it pure luck that landed these clients in such a great spot? I can tell you with 100% confidence that all of them are where they are because they envisioned it. They planned to become financially independent years […]
July 1, 2019

Providing for your pet: An estate plan for Fido

When you are sitting around your dinner table, having tough conversations about your legacy, your children’s future, and how to plan for what’s ahead, don’t forget about the ball of fur at your feet, waiting for the next crumb to drop! 68% of U.S. households have a pet, and as pet owners ourselves, we understand that a dog, bird, or even a herd of cats, are considered part of the family! No matter how many things Fido chews up, you love him all the same. So what does Fido’s future look like when you’re gone? Include your pet in your […]