How One Client Avoided The “Someday” LandmineA Tribute To Toni…Do Your Dreams Have Deadlines?  I have an insatiable love for learning. But the most profound lessons haven’t come from textbooks or lectures – they’ve come from my community. As a financial planner for the past 23 years, I’ve been blessed with the privilege of guiding

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2023 was my best year ever! Every year, I start the new year by setting goals. And, like a lot of folks, they’re usually a laundry list of what I want to change or experience over the next 12 months. Finally, I discovered the secret sauce for actually achieving my goals!

Want to learn how I did it? Read on to learn how I made 2023 my best year ever.

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I don’t have to get hit over the head…There are many unpleasant topics, and estate planning is at the top of the list.  How do I know?  According to Legal Zoom, only 33% of U.S. adults have a Will, or an Estate Plan. When I ask clients if they have an Estate Plan, it usually results

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