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Discussing Estate Planning With Your Father

Posted by Lizette Sundvick | Jun 14, 2022 | 0 Comments

Over the years, he's done so much for you and shared his wisdom (whether you wanted to hear it or not). For Father's Day, this can be your time to give something back to your elderly father: help with developing an estate plan. You can't give him a completed estate plan, but you can gift him yo...

The Gift of Gratitude for Mother’s Day

Posted by Lizette Sundvick | May 05, 2022 | 0 Comments

What if, tucked in an envelope on top of the usual box of chocolates you give to your mother this Mother’s Day, was something that would make this year’s holiday truly remarkable and bring you even closer together? It wouldn’t cost any money, just your time and a tap into your memory and emotions. I’m talking about a letter, written by you, to express thanks to your mom. It’s a gesture that is sure to be a highlight of all her Mother’s Day holidays.

10 Tips to Becoming Organized and Staying Organized

Posted by Lizette Sundvick | Apr 05, 2022 | 0 Comments

Being organized is not only the state of your house but your state of mind. The benefits to becoming more organized in your life are significant: less stress, peace of mind, more confidence, items are in their place, time and money are saved, and more connection with friends and family. We’ve compiled a list of tips to help you become organized and remain organized in your home and in your life in general.

Estate Planning: Your Ultimate Love Letter

Posted by Lizette Sundvick | Feb 13, 2022 | 0 Comments

Did you know one of the best ways to say "I love you" isn't used by more than two-thirds of Americans? It's something all of us should do, no matter our circumstances, yet most of us don't; sometimes it's just a matter of procrastination, or perhaps it's because we don't think we need to do it (a...

10 Fun New Christmas Eve Traditions to Try This Year

Posted by Lizette Sundvick | Dec 12, 2021 | 0 Comments

What kind of activities are on your holiday bucket list for Christmas Eve? You know, the traditions you partake in every year. They might include hanging up your stockings, tracking Santa, or opening one gift (or two...or three!). Has it been a while since you've added something new to the list? We've compiled some fun and simple things you can do with loved ones on Christmas Eve to add a new tradition to the list and spend some quality family time together.

Coping With Anxiety Using the 5-4-3-2-1 Technique

Posted by Lizette Sundvick | Oct 24, 2021 | 0 Comments

When we experience anxiety, our mind pulls us away from the present and focuses on future fears or past regrets. To get us back to focusing on the here and now and to stop dwelling on negative thoughts, we need to ground ourselves through the one thing that can only ever be in the present: our bodies. To do that, we use the five senses with what's called the 5-4-3-2-1 technique.

10 Great Ways to Spend Your Retirement Days

Posted by Lizette Sundvick | Jun 23, 2021 | 0 Comments

You've worked hard and handled your responsibilities and now you're ready to retire. Congratulations! How do you envision spending your newly found freedom? We've compiled a list that is sure to give you some great ideas on designing your retirement life, whether you're feeling adventurous, want to reconnect with your passions, or desire some quiet time.

20 Fun Quality Time Activities for Father's Day

Posted by Lizette Sundvick | Jun 11, 2021 | 0 Comments

On Father's Day, there are many different ways to celebrate your dad, the father of your children, or an important father figure in your life. We've compiled a list of activities to make this Father's Day memorable for you and him. The key ingredient in all of them? Spending time with the people ...

The Top 10 Fatal Estate Planning Mistakes

Posted by Lizette Sundvick | May 20, 2021 | 0 Comments

Estate Planning is important for everyone no matter their age or socioeconomic status. If you don't have an Estate Plan, you are leaving yourself, your assets, and your loved ones unprotected in the event of your disability or death. Here are the most common mistakes people make with regards to Estate Planning.

No Guts, No Glory: Does Your Business Have the "Guts" It Needs to Be Strong, Protected, and Successful?

Posted by Lizette Sundvick | Mar 09, 2021 | 0 Comments

Important documentation, such as a business plan, an operating agreement, annual lists, licenses, employment/contractor agreements, insurance policies, etc., come together to make the "guts" of your business. If your company is missing some essential foundational documents, you're not only hindering your ability to succeed but also opening yourself for unnecessary legal risk as your corporate veil could be pierced. Also, if your business is lacking in this area, what other gaps are you facing that you might not be aware of?

The New Marriage Approach: Focusing on Well-Being

Posted by Lizette Sundvick | Feb 10, 2021 | 0 Comments

There's a new approach to marriage I'd like to share with you. It's the concept of focusing on you and your partner's well-being and enjoyment ahead of accumulating money, climbing a career ladder, or bending to the pressure to constantly be "on." It's the deliberate and intentional change in val...

What's Your One Thing?

Posted by Lizette Sundvick | Dec 15, 2020 | 0 Comments

There's a sign in my office that reads, "Find something you would die for, and live for it." It's a philosophy I take seriously and encourage others to follow. I believe we should all create significance in our lives by following our passions and having a positive impact on others. Because if we'...

How to Get Along During the Holidays

Posted by Lizette Sundvick | Nov 16, 2020 | 0 Comments

The holidays are meant to be a time of gratitude and connection. However, for some, the holidays tend to be a stressful time marked with irritating, awkward, and sometimes heated conversations. And this year, there might be even more minefields to navigate; in addition to the normal irritants of ...

Reflect, Reset, & Finish the Year off Strong

Posted by Lizette Sundvick | Sep 11, 2020 | 0 Comments

Whatever our expectations for the year were at the start of it most surely went right out the window when the pandemic engulfed us. Goals and plans were scrapped or put on indefinite hold while adapting to the rapidly evolving situation. Now that the lockdowns have lifted, and we are all tentativ...

In Light of the Coronavirus

Posted by Lizette Sundvick | Mar 17, 2020 | 0 Comments

The public reaction to the coronavirus outbreak shows how being unprepared for disasters can cause fear and anxiety and turn our finances upside-down within a matter of days. That's why we compiled steps you can take right now to not only help you through this pandemic but also prepare you for future emergency situations. With preparation comes peace-of-mind knowing you and your family are protected against whatever comes your way.

Keeping the Romance Alive

Posted by Lizette Sundvick | Feb 10, 2020 | 0 Comments

Romance comes easily at the beginning of a relationship. Everything is new, thrilling, and romantic gestures are abundant. Once the newness is replaced with familiarity and you settle into everyday life with your partner, the excitement and spontaneity can fade. It's natural to get swept up in ...

What Does the SECURE Act of 2020 Mean for You, Your Retirement, and Your Heirs?

Posted by Lizette Sundvick | Jan 19, 2020 | 0 Comments

Those of you who have accrued sizeable retirement plans or IRA accounts with the hopes of retiring well and leaving a nest egg for your beneficiaries need to know the facts about the new SECURE Act of 2020. Effective on January 1, 2020, the law expands opportunities for people to increase their retirement savings and significantly modifies the required minimum distribution (RMD) rules. The law changes could require proactive planning and alterations to your estate plan to protect the retirement you deserve and the legacy you want to leave.

Making the Most of "Merry" Moments

Posted by Lizette Sundvick | Dec 05, 2019 | 0 Comments

Getting together over the holidays can be a stressful time if you're planning on having a difficult conversation with a loved one. We might have a tendency to avoid or delay it as much as possible, but in order to have a strong relationship with that person, these kinds of conversations are neces...

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