How to Prepare for the Next Big One.

Preparing for the Next Big One

The last event I attended prior to COVID was the Daytona 500 in February 2020.
You may be wondering how a NASCAR race relates to the topic of retirement income planning?

Key Points for Wills and Powers of Attorney’s

Wills and Power of Attorney

Families during COVID-19 have realized that they should focus on concerns such as planning the family’s future. One of the most difficult challenges a Certified Financial Planner® has is to encourage clients to update and/or review their estate plan and documents. Often families tend to put this off, as it is not seen as urgent. […]