If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. At this year’s Berkshire Hathaway annual shareholder meeting, Buffett shared several pieces of financial advice but also provided insights on the importance of personal growth and estate planning when seeking to grow wealth. While many of us may feel overwhelmed by the thought of estate planning or building our wealth, Buffett’s advice reminds us of two key but simple steps we can take to create financial and generational wealth.

Estate Planning, Family, Financial Planning

May 23, 2023

Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice


AI technology is here, but don’t worry, you don’t need to be a techie to make AI work for you (or fear that it will lead to a revolution of Schwarzenegger-esque cyborgs). This week, I’m exploring 4 ways you can use AI language model software to make your family’s life easier. I’ll share real-world examples of the software in use, so you can free up more time for the things and people you love

Estate Planning, Family, Financial Planning

May 1, 2023

4 Ways to Use AI to Make Life Easier for You and Your Family

Making important decisions for aging parents can be a challenging task, but power of attorney (POA) can provide peace of mind and clarity in times of need. POA enables individuals to make crucial decisions on behalf of their parents, such as managing their finances or making medical decisions, when they are unable to do so […]

Estate Planning, Family, Financial Planning, Trust

March 13, 2023

Obtaining A Power Of Attorney For Elderly Parents

Go take a look at your estate plan, and see what it does right now. And, if you don’t have an estate plan, and you have kids or other people you care about, contact us today and let’s get that handled for you. 

Estate Planning, Family, Financial Planning, Taxes, Trust, Wills

February 27, 2023

Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance

This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before it’s either too late or very costly for your family. And, if you have living parents in their 70s, make sure you cover these considerations with them this week..  01 – Review Your Investments to […]

Estate Planning, Financial Planning, Taxes

December 27, 2022

Checklist: 5 Financial Decisions to Consider Before December 31

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