Health and Lifestyle

November 11, 2022

HAPPY VETERANS DAY!

To you, and especially to all who’ve served our country, Happy Veterans Day! While thinking about the meaning behind the day, we came across an editorial in the Washington Post from a few years back. It was written by a veteran named J. Mark Jackson, who served in the 82nd and 101st Airborne Divisions in Afghanistan in 2009. In the article, he answers the question, “What does it mean to be a veteran?” His answers to the question bring to light the knee-jerk reactions and emotions of what it truly means to be a veteran in the course of daily […]
October 28, 2022

The Bittersweet Story Behind Candy Land® That Brought Joy to Children in the 1940’s

When Halloween rolls around each year, we put out our jack-o-lanterns, spooky yard decorations, and candy – copious amounts of candy. We always like to do a little quality control each year to make sure each type is fresh and tasty for the kids. Sometimes our sampling goes a little too far, but we always make sure there’s plenty of candy left for the neighborhood trick-or-treaters. The subject of candy reminds us of a favorite game we had as kids. You probably had it, too! It’s the time-honored board game, Candy Land®. But who would have thought that the bittersweet […]
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 […]