Estate planning is not just for the wealthy. People of all ages and all income brackets should have an estate plan. Unfortunately, less than 50% of adults in the US have created a will or set up a trust. We're here to change that. We've compiled the top ten reasons why YOU should have an estate p...

When’s the last time you took a vacation? There’s a ton of research showing that taking time off is really important for your well-being, lowering rates of heart disease and reducing stress, depression, and anxiety. But what if you need a vacation and can’t get out of the city because of things like budget concerns or conflicting schedules? The average travel budget is around $323 per person, per day! Let’s save that cash and travel time and get the benefits of a vacation without ever leaving home. Here are some ways to create that “getting away” feeling within your house and hometown.

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...

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.

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.

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...

It's the beginning of a new year so naturally we are all talking about making positive changes and creating resolutions. Unfortunately, resolutions have a bad reputation for being short-lived, fizzling out immediately or soon after being made. Let's focus on making goals, not resolutions. Goals a...

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.

The look on your child's face when they open the ultimate present they've been asking for can be a truly fun experience. But without a counterbalance of gratitude and a giving spirit, our children can quickly become spoiled. What should be a wholesome and loving family holiday can devolve into va...

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.

The House Ways and Means Committee recently proposed a draft tax bill that, if passed, could create some serious impacts on current estate planning strategies, and much quicker than expected. Below is a summary; to read the full details, click on the link at the end of this post. The Estate and ...

After more than a year of wearing masks, virtual learning, and keeping our distance, kids are going back to in-school learning. But for some children, the pandemic has left a serious emotional and developmental impact. Activities that would have felt safe and normal pre-pandemic, like making new ...

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.

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 ...

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.

Holiday traditions can be beautiful things that add to your faith and strengthen your family life. But as life isn't static, neither are traditions. Family changes, like children becoming adults, marriage, divorce, the loss of a loved one, or the addition of a new family member can cause a shift ...

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?

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...

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'...

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 ...

Words of affirmation, acts of service, receiving gifts, quality time, and physical touch. These are the "5 Love Languages" as written in Gary Chapman's bestseller. His book challenges us to recognize which type of "language" we speak to others to show we care as well as consider which type we pre...

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...

Freelancing isn't just for millennials: whether they're looking to earn extra income, have flexible work options, bulk up their retirement funds, or transition into retirement, baby boomers make up a large chunk of gig economy workers. A study by FreshBooks shows that 49 percent of freelancers ...

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.

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 ...