As we continue to simplify our lives in order to operate with ease while caring for others, we need to make sure that we have our house in order –our financial house that is! We may be running around …
Who’s Watching Your wallet? Top 5 Things to Look For When Choosing a Tax Pro
It’s tax season y’all and many of you have either filed your taxes or are getting ready to file them or maybe some of you are now challenged with helping your Mom or Dad file their taxes. Whether you …
Holiday Senior Gift Guide
Is there an elder in your life who could use something that could make their life easier? This list contains things any senior would love to have in their home and for those who are always on the go. …
So My Mom Got a Letter About a Data Breach – Top 3 Things I learned That You Should Do Next
So my Mom got a letter in the mail apologizing to her regarding a recent data breach from her long term care plan. No - this wasn’t related to the latest Equifax data breach but apparently her medical …
Building Your Financial Road Map Part 2
Here comes the fun stuff...you must assess your current situation. I think this area becomes the biggest roadblock for most folks. They don’t want to realistically face what they’ve been hiding from. …
Continue Reading about Building Your Financial Road Map Part 2 →
Building Your Financial Roadmap Part 1
How many of us would love to be independently wealthy and not have to worry about finances or what’s going on in the economy? I’m pretty sure that your hand just went up and you’re jumping up and down …
Continue Reading about Building Your Financial Roadmap Part 1 →





