For Love and Money

For Love and Money

We are just a short throw away from Valentine’s Day, the annual day that dedicates Hallmark Cards to love, chocolate, and roses. We either love this day or hate this day. Whether you think this holiday is overrated or not, it still brings up the question of,...
Client Appreciation Holiday Party 2021 Gallery

Client Appreciation Holiday Party 2021 Gallery

Thank you for attending our 19thAnnual Client Appreciation Holiday Party! Thanks to you, we have another successful Annual Client Appreciation Holiday Party in the books!What a fantastic night celebrating at the exclusive Crow Canyon Country Club in Danville. Nothing...
End of Year Planning and Reviewing

End of Year Planning and Reviewing

The end of 2021 gives us a wonderful opportunity to look back at this past year’s successes and learning lessons, and to begin planning for 2022.   And let’s face it, planning gives us the best opportunity for success. So here are few questions to ask yourself...
You’re a widow. Now what?

You’re a widow. Now what?

As a widow, what will happen to my life savings? How will I keep up with the mortgage? What happens to those plans I had for travel or retirement?Surviving your spouse’s death is hard. Determining what’s next can be even harder. The death of a spouse...