“A tree that is unbending, is easily broken.” – Lao Tzu I signed up for the Myrtle Beach Marathon a while back. Due to injury, I was not able to train as I needed. A group… Read More
Life’s Critical Transitions For Retirees – Finger Financial Five #28
“If you want to go fast, go alone. If you want to go far, go together.” – African Proverb I grew up watching animal shows on the Discovery Channel with my dad. One story that stuck… Read More
Begin, Adjust, & Begin Again – Finger Financial Five #27
“The remedy of time is patience.” – Arabian Proverb My first 5k in a LONG TIME was this past Thanksgiving. I enjoyed it. I decided I would start back running and training like I used to. … Read More
Cash, Investments, Inflation, Retirement & Ice Cream – Finger Financial Five #26
Inflation is like the wind. You can’t see it, but you can sure feel it. – Jeremy Finger Are you the kind of person that looks at your investment statement and if your balance is up, you… Read More
Estate Planning, Retirement Relocation & Charitable Gifting – Finger Financial Five #25
“Regret for the time wasted can become a power for good in the time that remains, if we only stop the waste and the idle, useless regretting.” – Jean De La Bruyere We are driving… Read More
Retirement May Not Be Optional…It May Be A Necessity – Finger Financial Five #24
“Pursue your dreams but have a backup plan.” – Kane When my dad and I would fish, we used primarily an electric motor. We always had paddles as a backup, in case of trouble with the… Read More
How to Minimize Taxes with Estate Planning and Gifting Options
A comprehensive estate plan can ensure that your hard earned assets are transferred efficiently to your heirs and can help you reduce taxes. When you combine estate planning with gifting strategies, it can be a… Read More
Retirement Relocation Checklist
For many people retirement is a time where people can finally relax and live the life they dreamed about. About 1 million people move every year following their retirement. You now have a lifetime full of… Read More
Whats Issues Should I Consider When Reviewing My Estate Planning Documents?
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What Issues Should I Consider Before I Update My Estate Plan?
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