Blog

Financial Challenges When a Spouse Dies

Are you financially prepared if your husband or wife dies? Based on the results of a study commissioned by New York Life, the answer is a resounding No! 68% of women survivors and nearly half of male survivors reported significant life changes following the loss of their spouse with financial concerns topping the list.

Read More »

Avoiding a Holiday Home Break In

Pre-Black Friday, Black Friday, and Small Business Saturday has come and gone and today is Cyber Monday. In case you missed it, there are 24 more shopping days till Christmas, so you have plenty of time to find the perfect gift for loved ones or yourself!

Read More »

Thanksgiving Gratitude

It’s hard to believe Thanksgiving is already here. Whether you’re trying to get somewhere to be with people, preparing for an influx of relatives, or spending a relaxing and quiet day on the couch watching football, I hope the past 12 months have been extraordinary for you too!

Read More »

2 Succession Planning Options & How to Fund Them

You’ve worked long hours to fulfill a dream and build your company from a surviving business to a thriving, successful business. Have you given any thought to succession planning; who will succeed you, and how it will be funded? Or maybe you’re a partner in a company and you want to protect the business you’ve helped build, but what if something happens to your partner?

Read More »

Privacy Rights and Your Car

Is privacy dead? Most of us know that if we write a blog, tweet, share on Facebook, pin something on Pinterest, or share a video on YouTube, it’s probably not private. The same goes for email and those cookies which seem to track every website we visit. But did you know your car may have the ability to share more about you than you’d like?

Read More »