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February 2019

Why You Need an Estate Plan
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More than half of all Americans do not have a will. The last thing most people want to think about is their own demise. Perhaps that is why, according to a 2017 survey by caring.com, almost 60% of Americans have...
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Do Your Future Self a Favor
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Quick tips to help protect you and your family from identity theft. Featured in the Richmond Times Dispatch’s Making ‘Cents’ of Financial Planning special on 2/17/2019* Technology has made our lives easier in many ways. But at what cost? The...
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Why You Should Talk to Your Kids About Money
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A majority of parents feel uncomfortable talking to their kids about money. Raise your hand if you’d be rich if you had a nickel every time your parents said: “do as I say, not as I do”. As applicable as this...
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