Gen X insurance: how to put proper midlife protections in place

By |2022-04-07T11:54:27-07:00December 21st, 2020|Blog, Business Owners, Financial planning tips and perspectives, Insurance, Personal Wealth|

If you're a Gen X-er, it’s likely your life is starting to look very different than it did in your early years when you were just beginning your career and starting a family.  Now you’ve made significant headway in your career, earn a higher income, and have amassed significantly more wealth. Your children may [Read More]

Create your own Blue Zone

By |2022-10-05T12:30:27-07:00January 9th, 2020|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts|

What if you had the recipe of life choices that could help you live longer, healthier, and happier? That is exactly what studies show happens in “Blue Zones,” parts of the world with unusually high numbers of happy centenarians. If you don’t live in a Blue Zone, you do not have to move.  You [Read More]

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