Preview Mode Links will not work in preview mode

Aug 25, 2022

We make education a key focus of what we do and we always make sure clients understand how things work before taking the first step in planning.

We understand that financial education isn’t provided to everyone and there are some common areas where people often get misled into believing something that they...


Aug 22, 2022

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact.

But we don’t mind the threat of being called crazy, so Nancy and Sean will dive into some of the most popular...


Aug 11, 2022

One of the toughest things many people face in life is divorce, and it can weigh heavily on your financial health on top of all the emotional stress you experience. We understand how difficult this process can be but want you to know that there are people that will help you make it through it.

 

While everyone’s...


Aug 4, 2022

On today’s episode, we’re going to explore the 4 phases in life, each being 8,000 days or 22 years: the honeymoon phase, the big decision phase, navigating longevity phase, and the solo journey phase. While they can be interchangeable each plays a special part in our lives and we have very similar phases in...