Articles Showing articles related to: Professional Services
The gift of peace
Nobody lives forever, which makes preparing for what’s destined to come an important part of your life, and the lives of your loved ones. Some people plan ahead for the grieving process and death, others don’t. And it’s the not planning that can have the greatest impact on those you leave behind. Instead of having the freedom to grieve...
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Stop experiencing market loss
Because of market volatility and confusing media stories, many people are unsure of what to do with their retirement money, laments Brody Fiesler, who, with his dad, Bill, owns Annuity & Estate Planning Concepts LLC. “All too often, people are inactive or reactive instead of being proactive when it comes to their money,” Brody says...
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Disney is kicking things up a notch
Summer may be kicking off this month, but my big kickoff news is that on Wednesday, May 31, Walt Disney World announced its 2024 vacation packages in celebration of its 100th anniversary. There are many ways the company is making your vacation experiences simpler and more enjoyable. For instance, it is bringing back the fan favorite Disney...
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Do you remember June 1976?
If you were in high school in 1976, you are likely approaching age 65, which is when you will begin making decisions regarding your Medicare options. To learn more about your options, give me a call to schedule a no-cost, no-obligation educational meeting. In the meantime, enjoy recalling these memories from June 1976: Top 5...
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Is it time to review your will?
When it comes to drafting a will, estate planning attorney Margaret T. Karl says that most people do it when they get married or have children. But oftentimes, they draft one, put it away, and forget about it, which can turn out to be a mistake in the long run. “To make sure your wishes are carried out, when situational life changes happen,...
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