HOMESCHOOLING: Haven or Havoc?

Your child's school years are precious and fleeting.

Now could be your best time to step up where your school is letting your child down. Let this series of myth-busting short chapters encourage you.

2 Major Mistakes

Which one will you make?

Which of these 2 retirement mistakes are you making right now? It's impossible to entirely avoid both mistakes.


You won't know for sure which mistake will work out better for you until it's too late.


How to choose?

Finding the Will

(Part 1)

Part 1: Have the will to arrange for a smooth transition when you’re no longer around to answer questions

Have the will to arrange for a smooth transition when you’re no longer around to answer questions (Part 1)


Ensuring your children or other Loved Ones can readily access your important papers when you die entails a sound process versus one or two conversations. You must overcome aversion to the subject of death, procrastination of anything that is long-term, and the tendency to assume things will be fine. Family dynamics can be sweet, spicy, or dicey.

Finding the Will

(Part 2)

Part 2: Getting Organized

While the internet permits convenient access to accounts, policies, and stored documents, it presents a plethora of password management problems. which too many people avoid by succumbing to password laziness, such as:

  • re-using passwords for multiple logins, or
  • use simple, easy to remember passwords, or
  • writing them on sticky notes placed on their monitor or under their keyboard, or
  • keeping them in a spreadsheet on their computer, or
  • letting their browser remember passwords for them

Embrace Your Clarence

Is Clarence your future?


Golden insight from a golden retriever.

Post-Pandemic W.E.L.L.ness

Working, Earning, Learning, and Launching to Thrive

Where life drastically changed forever two years ago, everyone adjusted to the best of their abilities.


Here are a few of the key adjustments--"pandemic pivots"--that sustained some and prospered others.

Prenuptial Adulting

Equip Them for Happily Ever After

“Mom, Dad, we’re getting married!"


“Wonderful, congratulations! Here’s what you both need to do first.”


Equipping newlyweds with essentials of responsibility leaves plenty of life yet to be discovered on their own. Adults understand that love isn’t oogly feelings; it’s a hard choice. It’s putting your commitments and your money where your mouth is.


Many of the following steps also apply to one’s turning 18 years old. Becoming engaged adds urgency and a deadline.

Rethinking Competing Funds for College and Retirement

We live in a time of skyrocketing inflation topping decades of unbridled higher education costs.


Is the tension between funding your retirement and funding (at least partially) your children’s college education keeping you up at night?


You’re not alone.

Married? Is Your Endgame 100% or Just 50%?

Are you single? That other 50% could be whoever is most important to you.

Multiple unforgiving players factor into your retirement and estate plans (collectively your “endgame”). Household names include the Internal Revenue Service, the Social Security Administration, and the Center for Medicare and Medicaid Services. Key decisions with these players are nearly impossible to reverse. Plus, if you qualify for a pension, how you activate it is another irreversible decision.

Are you more of a planner than your spouse? It’s all too common for one spouse to blindly trust the planning spouse. Countless endgame “plans” were created by 50% of a couple:

HOMESCHOOLING: Haven or Havoc?

Your child's school years are precious and fleeting.

Now could be your best time to step up where your school is letting your child down. Let this series of myth-busting short chapters encourage you.

2 Major Mistakes

Which one will you make?

Which of these 2 retirement mistakes are you making right now? It's impossible to entirely avoid both mistakes.


You won't know for sure which mistake will work out better for you until it's too late.

How to choose?


Finding the Will (Part 1)

Part 1: Have the will to arrange for a smooth transition when you’re no longer around to answer questions

Have the will to arrange for a smooth transition when you’re no longer around to answer questions (Part 1)


Ensuring your children or other Loved Ones can readily access your important papers when you die entails a sound process versus one or two conversations. You must overcome aversion to the subject of death, procrastination of anything that is long-term, and the tendency to assume things will be fine. Family dynamics can be sweet, spicy, or dicey.

Finding the Will (Part 2)

Part 2: Getting Organized

While the internet permits convenient access to accounts, policies, and stored documents, it presents a plethora of password management problems. which too many people avoid by succumbing to password laziness, such as:

  • re-using passwords for multiple logins, or
  • using simple, easy to remember passwords, or
  • writing them on sticky notes placed on their monitor or under their keyboard, or
  • keeping them in a spreadsheet on their computer, or
  • letting their browser remember passwords for them

Embrace Your Clarence

Is Clarence your future?


Golden insight from a golden retriever.

Post-Pandemic W.E.L.L.ness

Working, Earning, Learning, and Launching to Thrive

Where life drastically changed forever two years ago, everyone adjusted to the best of their abilities.


Here are a few of the key adjustments--"pandemic pivots"--that sustained some and prospered others.

Prenuptial Adulting

Equip Them for Happily Ever After

“Mom, Dad, we’re getting married!"


“Wonderful, congratulations! Here’s what you both need to do first.”


Equipping newlyweds with essentials of responsibility leaves plenty of life yet to be discovered on their own. Adults understand that love isn’t oogly feelings; it’s a hard choice. It’s putting your commitments and your money where your mouth is.


Many of the following steps also apply to one’s turning 18 years old. Becoming engaged adds urgency and a deadline.

Rethinking Competing Funds for College and Retirement

We live in a time of skyrocketing inflation topping decades of unbridled higher education costs.


Is the tension between funding your retirement and funding (at least partially) your children’s college education keeping you up at night?


You’re not alone.

Married? Is Your Endgame 100% or Just 50%?

Are you single? That other 50% could be whoever is most important to you.

Multiple unforgiving players factor into your retirement and estate plans (collectively your “endgame”). Household names include the Internal Revenue Service, the Social Security Administration, and the Center for Medicare and Medicaid Services. Key decisions with these players are nearly impossible to reverse. Plus, if you qualify for a pension, how you activate it is another irreversible decision.

Are you more of a planner than your spouse? It’s all too common for one spouse to blindly trust the planning spouse. Countless endgame “plans” were created by 50% of a couple:

Behold, Your Mother

Unveiling a Long-Term Care Message from John 19:25-27

The inky blackness of Eternity's darkest day consumes him, each breath an agonizing push on impaled feet against the relentless pull of gravity upon his tortured frame. Seven-inch nails driven through the carpenter's wrists and median nerves transform his once strong and skillful arms into wretched, dogwood-like limbs. Through slits between bruised brow and pummeled cheeks, he searches for hope amidst the tumult below. His mind wonders, "Where is she? One who would surely never forsake me!"

Empowering Superwomen:

7 Smart Ways for Working Women to Secure a Financial Future

Hello, Amazing Superwomen! Are you a powerhouse managing work, family, and caring for your Loved Ones? We understand the juggle is real, as is the need for a solid financial plan. We'll touch on seven empowering ways to help you create a stable income stream that supports your family to retirement. Let's dive in!

  • (208) 497-5347

Powered by: Advisor Marketing Hub

  • (208) 497-5347