You’d almost have to live in a cave to not realize that times are tough right now. And under these uncertain conditions, people are hoping to find the perfect investment—one that’s safe, but offers an outstanding return. Our experience tells us that there is ultimately only one perfect investment—family.

The phrase “if you don’t use it, you will lose it” applies to more ways than one in retirement...It’s not just your health or mind – it could be your credit, too!

Do you have it? Do you have enough? Does it cover what you think it does? Life happens. Make sure you know what you need and know what you have, then act on it.

Technology — which makes our daily lives easier — has the potential to make things incredibly challenging for our loved ones, should something ever happen to us.

We’re celebrating our 15th year of publishing articles and sharing some of our 70+ years of combined experience. So, here a few of our favorite money ideas we have advised on that even experts didn’t know existed.

The irony of stress is realizing it isn’t good for you, then stressing about being stressed. The busier you are and the more success issues you have, the harder this tends to get. All of that stress you have may be for nothing.

Too often we see people carried away by these “new money” emotions. And then they are shocked to learn that what is left after they do a little spending won’t provide what they need it to do.

Cash is king, but only if you couple it with a clear view of what it is for and the discipline to strategize what it needs to be.

Over 35 years of working in various fields of Life Planning has shown me that most people don’t plan to fail –they just fail to plan. Read our short article to learn more.