Teamwork is hard but the benefits are wonderful...1 + 1 = 3.
Two heads are better than one...when they're not fighting, but are pulling together.
So how well is it going when it comes to difficult issues like money and not creating enabled/entitled kids and adults?
Are your grand-kids ready?
Are you building a legacy that will benefit them more than the money ever will?
Home & breadwinner challenge
Would losing one income change things dramatically?
Is it Good, Better or Best?
Real Estate planning:
Good = Will or Trust
Better = a prepared spouse or successor
Best = Process that lasts for generations
The Long Run: Women and Retirement
We handle any differences or worries about out financial future well.
Does she have clear goals for our investments?
Our successors are prepared to manage and grow their inheritance.
He believes we have a smart, wise & trustworthy Insurance Agent.