Record keeping doesn’t have to be difficult. Now that tax season is over, we’re sure you can see the value in keeping your records organized (and the stress it
There comes a point in life where you want to begin sharing or gifting all the things you’ve collected over the years—stories, wisdom, financial wealth, etc
Few consumer products are the object of a love/hate relationship as life insurance. The thought of buying life insurance is not something that most like to
A great big thank you to the friends, family, and Relay teammates that came out to the Relay for Life fundraising event held a Buffalo Wild Wing on Monday. The
For some a car is simply a means of getting from point A to point B; for others it’s a status symbol. Cars are a hobby, a passion, for some and necessity for
Did you just read the title of this blog and laugh out loud?
It probably surprises you as much as it does our clients when we tell them they need $1,000,000 of
My first experience with insurance claims (or lack thereof) occurred just days before I got married back in 2011, a few years before I started selling insurance
We’re living longer – that’s a fact. As our life expectancy increases, many individuals have moved their planning focus from dying too soon to living too long
It’s no mystery that many young families have stretched their family budget to the limit. You can see why when you tally up living expenses, childcare, auto
In a world riddled by acronyms, things can get confusing. I’ll keep this post really straight forward and only use one acronym because it will be used multiple
At a meeting earlier this week, some colleagues and I began discussing the importance of being able to step away from our business (or job) and just take a
Actual Story #1
Bank Teller: I see that you don’t have a Tax Free Savings Account with us, would you like to open one?
Me: No thanks, I’ve got one at another