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4 Reasons You Don’t Need an Estate Plan

Here the four reasons you don’t need an estate plan: 1. You don’t own anything. 2. You don’t have anyone you love or care about. 3. You would prefer that the politicians in your state decide who your personal assets go to and who is the guardian of your children when you die because you […]

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grandparent

The Four Best Things I Love About Being a Grandparent

Isn’t being a grandparent awesome! During the work week, I fill the role of financial advisor & financial planner here in Tucson, AZ for the families that we work with. I love how I get to help people with their wealth management, financial planning, and investment decisions. I also love being a grandparent. Today, I […]

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