Planning Articles

Articles pertaining to Financial Planning


The co$t of pet ownership

As financial investments go, pet ownership is hard to recommend. Of course, the money and time we invest pay huge dividends in love and companionship. I’m in the pro-pet camp – we share our home with three cats and two...

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Planning advice from Picasso

That day in March 2019 started out like most other Mondays. I had no premonition of disaster. But nine hours later, I was on life support, and Sharon, my wife, was being asked if I had an end-of-life care plan....

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