Blog

Sharing Your Advance Directive

Once you have gotten through the steps of advance care planning and completed your advance directive, including witness’ signatures, don’t stop until you have shared your directive with all of the “right” people or organizations. And who might th... Read more

Five Reasons to Purge Your Paper Files

We’re usually so busy we don’t want to take time to go through old paper files to clear out what’s no longer needed. I’m with you on that one! But with Covid-19 and spending more time at home, maybe this is the time to tackle that project. That�... Read more

Life Settlements For Non-Convertible Term Policies….Wait…What?

By now you probably know that a client’s life insurance policy can be sold for cash, and that investor groups buy these policies for their portfolio return and diversification. And, you may know, that all different types of policies can be sold, ... Read more

Holiday Giving From the Heart

Give From the Heart – No or Low Cost Gift Ideas The holidays are here. It’s a time of year for giving thanks, feeling good, doing good for others and having a good time. But many people often find this time of year stressful and this often stem... Read more

Good Health: Why Young And Old Should Look Into Taichi

I started thinking about this post because a good runner friend of mine happens to love Tai Chi. This piqued my interest for sure! Could this be a new sport I’d like to try out in one of my upcoming decades? The questions started rolling… Since I ... Read more