What is the Difference Between Saving for College and Retirement?
October 23, 2023
There are drastic differences between saving for retirement and saving for college. The biggest difference is the length of time
Blog
Financial Planning Insights for Real Families
Read More »
How Can I Use Life Insurance as a Savings Tool to Help My Children?
October 23, 2023
There are a lot of different ways that you can use policies and plans to augment savings. One way is
How Can I Fund a Trust?
October 23, 2023
There are many options for funding a trust. You could use a life insurance policy. You can use an annuity.
When Should I Set Up a Special Needs Trust?
October 23, 2023
Ideally, it’s important to get a trust set up prior to age 17 because it takes anywhere from three to
Interview – The Business Power Hour with Lisa and the Music Man
July 28, 2023
Check out my interview with Norman Wasserman on the Business Power Hour with Lisa and the Music Man. We spoke
Interview – The Doing Business with a Servant’s Heart Podcast
July 1, 2023
This podcast episode dives into the financial challenges of parents with special needs children and offers advice on how to
Let’s set up a time to talk. I promise there’ll be no sales pitches, just a conversation. And if I can help you with what you need and where you want to be, we’ll go on from there. If not, I should be able to refer you to someone who can.