Tag Archives | Financial advisor

Thumbnail Video 1 - Why a Prenuptial Agreement Does Not Protect Your Assets

Why a Prenuptial Agreement Does Not Protect Your Assets

Is a Trust is Right for You? Click Here   Consider Using a Trust to keep control of your assets and private. A Trust situs of South Dakota has advantages over a prenuptial agreement. You can still retain control through the Directed Trust Structure and not have to sign a prenuptial agreement. Take our survey […]

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hands forming a heart patterned and text happy memorial day

Commemorate Memorial Day

  This year, as we gather with family and friends to enjoy a Memorial Day barbeque and the start of summer, let’s take the time to reflect and honor the men and women who sacrificed their lives while fighting for our freedom as well as for those who continue to fight. Here are a few […]

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Autumn card

N is for “NO” more Shopping on Black Thursday a.k.a. Thanksgiving

Over the years, traditional Black Friday has morphed into Thanksgiving Day becoming the start of the holiday shopping season. I don’t know about you, but Thanksgiving Day has always been a day for family, friends, and festivities. Do you really want your guest leaving early, especially, after all, the hard work and time spent preparing […]

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Happy Labor Day!

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P is for Protect Yourself Put ICE on your mobile device

P is for: Protect Yourself and Put “ICE” on your Mobile Device

ICE was created to aid paramedics when they arrive at the scene of an accident. This acronym ICE (“in case of emergency”) is a simple way to program important names and phone numbers of those you would wish to notify should you become incapacitated or involved in a serious accident. Now, when a patient who […]

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mentor concept

M is for the Magic of Mentoring

“A mentor is someone who allows you to see the hope inside yourself.” — Oprah Winfrey   Have you considered becoming a mentor? Or maybe you’ve found yourself mentoring or being mentored by another, just because it feels like the right thing to do? After all, helping others or learning from others is a gift we […]

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L is for Loan Debt for Students – Is an Income Based Repayment Plan Right for You?

  Many of today’s college graduates, eager to accept the challenges of their new careers are also facing a life-long financial challenge. The burden of considerable amounts of student debt may seem overwhelming.  If you are an individual with low income or high debt levels you may benefit from income-based repayment plans for your federal […]

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Kudos to Those Who Keep the Business Alive After Divorce

You and your spouse begin your lives together as excited entrepreneurs dreaming of the successful business you will create together. You both dedicate many long hours, and behold you arrive, your company has flourished under your management and more successful than you imagined. Unfortunately, your personal relationship took a beating and now you head toward […]

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“Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you.” ― Shannon L. Alder (1)

H is for Having a Heartfelt “Ethical Will” or “Legacy letter”

We all know we need a legal document called a will,  this helps provide our loved ones access to the valuables we leave behind. A will is an important legal document which can provide clarity and financial support to those we love. Perhaps another important will to consider would be “an ethical will”. This type […]

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Woman getting depressed on sofa in therapy

G is for Going Through Cancer? You Don’t Have to Make all Decisions on Your Own.

A cancer diagnosis is one of the scariest things a person can go through. Hearing this prognosis from a doctor is downright frightening. There are so many ways in which cancer can go, with its many stages and many different treatments, no two cancer patients are the same. The sheer amount of information and decisions […]

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