How Does Life Insurance Work in the LGBTQ+ Community?
May 25, 2023
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Prior to 2015, same-sex couples did not have the ability to get the same life insurance coverage as straight couples.
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What is a Buy/Sell Agreement and How Can It Help My Family Business?
May 18, 2023
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Many a family business has been thrown into chaos when a key person dies unexpectedly. This is compounded when there
What Financial Planning Should I Do for My Blended Family?
April 24, 2023
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Blended families like yours face a number of unique financial planning challenges. You tend to have additional financial obligations and
How Do I Fund a Special Needs Trust for My Child?
April 14, 2023
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The average cost to protect and raise a special needs child has been calculated to be around $2.4 million. Once
Do You Have Any Financial Advice for a Small Business Owner?
April 9, 2023
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Owning your own small business can make you feel strong, independent, and in control of your own destiny. It can
What Financial Advice Do I Need as an Older, Single Adult?
April 6, 2023
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So many financial plans out there are based on families. So, what do you do if you’re single? You don’t
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.