Sometimes, you’ll hear someone say about another person “they have money!” I’ve found that interesting as I have never worked with anyone who simply “has”
Read More
When it comes to investing, the most important question is often overlooked. It’s easy to get money IN to your investments. You expect that over time, you will
Read More
I hosted a Wine, Women and Wealth workshop at my office recently. 15 lovely ladies joined me for an interactive evening on how planning is different for women
Read More
It may sound like semantics but empirically, a trader is very different from an investor. Either is perfectly fine as long as you don’t confuse the two, and
Read More
Long term care planning can go in a few different directions. One never knows what their future may hold and whether they will be one of the 70% of people who
Read More
A client of mine called me the other day and said, “LouAnn, I know we’ve discussed this before, but I need a reminder. My son was telling me how his in-laws
Read More
Over the years, I have had many conversations with people about what they want to give to their kids and grandkids. Some people are not compelled to help their
Read More
When our sons were very young, my husband Gene and I set a goal to have some sort of part-time business for them to run during their teenage years. We wanted
Read More
Is it better to own my own life insurance policy or purchase extra group insurance through my employer? That’s a question I hear often in financial planning.
Read More
One of the steps in our process with new and existing clients is to review their life insurance needs and existing policies. Often times, we run into older
Read More
The answer is no. You do not need life insurance on yourself, but your spouse and/or children may need you to have life insurance. What is the best way to
Read More
It’s been said before that no one likes insurance until they need it. There always seems to be something better to do than discuss life or long-term care
Read More
