Niche Insights

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Quality Vacation Time for Business Owners

🙌 Have you promised yourself that this year, you will immerse yourself in vacation and not get distracted by personal and business demands? If so, it's worth considering some techniques to ensure...

Be Prepared for

Download Your Free Personal Contingency Plan Kit to start creating your plan with these 3 trusted tools:

Millennials

Millennials Are Leading the Way

I 💜 Millennials! One of January's highlights is reading Caring.com's estate planning survey results for the prior year. And the headline says it all:For the First Time, Caring.com’s Wills Survey Finds that Younger Adults Are More...
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How to Maximize Retiree Benefits

You may have noticed that Vanguard was in the news this month for eliminating retiree medical reimbursement accounts for current and retired employees. Retirees collaborated in a private FaceBook group to break the story...
This is the new wood rack that we built in a more easily accessible location

Reassessing Your Home-keeping Habits

Once you start contingency planning, it's hard to know where to stop. Planning for the unexpected becomes part of how you see the world and how you organize your life. Last...
Photo by Marisol Benitez on Unsplash

How to Store Your Vaccination Card

One example of how our contingency plan evolves is now needing to have a storage strategy for our Covid vaccination card. When I received my second shot, the gentleman ahead...
Photo by Sharon McCutcheon on Unsplash

How to Prevent Family Fraud

As you may already know, I work with the best clients. The people who work with me are often motivated by compassion for their business partners and family members who...
Fireproof Safe

How to Choose a Fireproof Safe for Your Home or Business

When exploring fireproof safe options, there are many variables to consider. Sometimes there are so many choices that people decide not to buy a safe, risking the privacy and security...
Attorney, Lindsay Schoeneberger shares estate planning strategies

What You Need to Know About Estate Planning & How to Get Yours in Order

An interview with Lindsay M. Schoeneberger, RUSSELL, KRAFFT & GRUBER, LLP Background: Lindsay and I met earlier in 2020 when mutual connections introduced us. We collaborated on a webinar for...
Use what you've learned this year to propel your planning for the future.

Three Things You Can Do Today to Prepare for an Emergency

Photo by Austin Chan on Unsplash There's no denying it. Whether you’re a business owner or not, 2020 has taught us that we all need to be prepared, at least...
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Analog or Digital Contingency Plan – What’s Right for You?

In this digital age, creating an online plan for an emergency may seem like a no-brainer. Let's dig a little deeper to assess the differences. What are the options? Contingency...