Guest Blog- Veterans’ Benefits Overview

Using Benefits, Managing Money: Financial Planning Information for Senior Veterans  From deciding where to live to accessing healthcare, senior veterans have benefits and obstacles that many of the rest of us don’t. The trick is knowing how to navigate the good and the bad. Senior veterans have problems and advantages that are generally unfamiliar to…

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Finding Direction When Facing a Terminal Diagnosis

When you or someone you love is told time is limited, your entire world can turn upside-down. Dealing with practicalities can serve as a recognizable path, giving you grounding during a time when everything feels out of control. Here are some basic arrangements to consider that can help you find direction when facing a terminal…

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4 Estate Planning Myths That Refuse To Die

By Ron Carson, Forbes, May 5, 2019 Link to Original Article Estate planning remains one of the most misunderstood areas of planning. Over the years, I’ve met with people who “only needed a financial plan, not an estate plan” or “didn’t need a financial plan, just some help with estate planning.” I’ve also met with…

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What is Your Purpose?

Mortality is a bizarre concept to wrap your mind around. When I was 10 years old, my Grandfather suddenly passed away from a heart attack. I was faced with my first encounter with death.  It led me to start addressing questions I had about mortality.  At one point, I began to cry as the thought…

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Spring Cleaning: Helpful Tools for Organization

Spring is notorious for being the season that is most associated with new beginnings and clean slates.  The term “Spring Cleaning” is historically linked to a deep cleaning of one’s home, inside and out, due to the effects of Winter.  Read more about the historical significance of spring cleaning here.  However, Spring is also a…

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