July 21, 2014
By Bruce W. Fraser for Financial Planning
Benjamin Franklin once said, “Wealth is not his that has it, but his that enjoys it.” Most
June 5, 2014
By Beth Jones, RLP®, AIF®, CFT™
Have you considered what will happen to your Facebook, Twitter, and LinkedIn accounts when you pass away
April 16, 2014
By Beth Jones, RLP®, AIF®, CFT™
Spring is in the air. As the flowers come into bloom and the temperature ticks upward, you may experience a
February 20, 2014
By Beth Jones, RLP®, AIF®, CFT™
Whether or not you believe Social Security will be around when you need it, proper planning compels you
December 27, 2013
By Beth Jones, RLP®, AIF®, CFT™
Life is full of changes
What do a lottery winner, lawsuit recipient and a widow have in common
November 12, 2013
By Beth Jones, RLP®, AIF®, CFT™
Congratulations to all recent college graduates! It’s now time for them to jump into the next stage of
September 21, 2013
By Beth Jones, RLP®, AIF®, CFT™
Many people fail to have proper and updated estate planning documents, so a serious illness or death of
August 3, 2013
By Beth Jones, RLP®, AIF®, CFT™
Whether you call it budgeting, or a spending plan, it can be a tedious task that we only do when absolutely