One of the things that has become very clear to me during my time as a wedding coordinator is that DIY wedding planning checklists are very different than wedding planning checklists for other ...

Feeling overwhelmed with trying to draft the ultimate and simple wedding checklist? In this post is all the help you need to plan your wedding like an expert! pixabay.com Wedding planning comes with ...

Year-end is here, and while 2019 closes and another decade begins, it’s time for brokers, carriers, and owner operators to proactively plan for 2020. Year-end is more than just preparing financials ...

When the daily to-do list might include grocery shopping, picking up the kids from soccer and preparing tomorrow’s presentation, who has time to think about a financial plan? While the effort to keep ...

As we wrap up a season of joyous feasts and a copious amount of family time, it’s a perfect time to remember how important family is, as we are aware that we will not be here forever. It may be a ...

There's no such thing as "too early" when it comes to reviewing your estate plan. Case in point: several years ago, Kelley ...

Tax strategy doesn't just happen in April. While it may feel like you just filed your 2024 taxes a minute ago, the time to set yourself up for success in your 2025 taxes is now. Most high earners with ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a ...