Category Archives: Personal Assets

The 5 most stressful financial concerns for pre-retirees

Pre-Retiree

If you’re thinking about retiring, you may be facing fears of being able to survive on a limited, fixed income, in a world where everything is gradually becoming more expensive.

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Essential Tips for Keeping Your Family Safe from Disasters!

Emergency 180

This year, lives have been lost, and homes and property destroyed by Henri and now hurricane Ida.   Not only have hurricanes been the culprit for devastation, but other disasters like the wild fires in California, extreme rains and flooding in Tennessee have all endangered our personal safety, our homes, property and businesses. 

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Top Reasons To Rethink Your Storage Habits!

document storage

Where do you file your important papers and information?
If you’re like most of us, our information is scattered among boxes, file cabinets, in a home safe or safe deposit box or on our PC. You may not have thought about it, but these may not be the best places to store information anymore.
We’ve compiled a list of the top reasons why those choices may be outdated.

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11 Critical Things To Do When Your Spouse Dies

when a spouse dies

“Being in the financial planning industry for over 35 years and focusing on end of life planning, we’ve become accustomed to seeing first-hand what families go through after the death of a loved one.  Many times, there is added pain and frustration because they just don’t know what to do.”  Michelle Braddock, Co-Founder, My Life and Wishes Inc. 

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