“Unprecedented” may go down as the most overused word of 2020, referring to the fallout from the pandemic. Yet, periodic challenges are as routine as thunderstorms boiling up suddenly in a blue summer sky.

Listening to talk radio while driving, an ad came on for a local company that offers heating, air conditioning, plumbing, electrical and handyman services to homeowners and commercial accounts. Since they offer a wide range of services, the owner of the firm, daughter of the founder, said he…

On the first trading day of the month, June 1, 2020, American, European, and Asian stock indexes moved up, ostensibly on signs that global factory activity was recovering. U.S. indexes continued climbing June 2nd as traders seemed to discount violent protests across the country.

A life insurance policy is a valuable asset. Too often the document ends up in a drawer or file and rarely is looked at. That’s a mistake, especially if the cash value policy you’re counting on to pay loved ones or other beneficiaries is likely to lapse!

Financial planning is about your future. The “money aspect” focuses on the question, “Will you have sufficient funds to secure and sustain the future you envision?” Financial life planning embraces the greater complexity of life and relationships, recognizing that finances are only part of a…