by Hennah Garcia | Oct 29, 2018 | Financial Planning, Life Events
American individuals are known as one of the worst savers in the developing world with only saving approximately 6 percent of their income compared to the recommended 20 percent. Furthermore, when your clients have a desire to raise a child, saving becomes more...
by Hennah Garcia | Sep 17, 2018 | Financial Planning, Life Events
In the next three to four decades, approximately $30 trillion is expected to transfer from the Baby Boomer generation to their heirs in the United States. However, only 70 percent of wealth transfers are expected to be successful. A successful wealth transfer is when...
by Heather Holmes | Feb 10, 2017 | Financial Planning, Life Events
How to engage the family & put everyone’s minds at ease It’s hard to grow old. It’s even harder to watch someone you love get old. But hardest of all is stepping in when age becomes an issue. Though this may seem like a family issue, stepping in at the right time...
by Heather Holmes | Jan 17, 2017 | Health and Wealth, Life Events
It’s been almost a year since I hit the open road for the trip of a lifetime. With my husband and daughter, we packed up everything we owned, put it in a POD, moved out of our house, and spent 15,000 miles on what we called Happy Summer. From May through...
by Heather Holmes | Jan 16, 2017 | Health and Wealth, Life Events
Is it time for assisted living? How to help your parents through the transition Americans are living longer than ever before, with the average life expectancy now being 78.8 years. This increased lifespan has its advantages, allowing families to have multiple...
by Hennah Garcia | Jan 16, 2017 | Health and Wealth, Life Events
Congratulations on your engagement! Hopefully, your partner asked beforehand about your allergies to precious metals and beautiful gemstones. Joking aside, the health issues that will arise in your future together are unavoidable and the way you talk about these...
