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  • LAFF MARCH ISSUE
    June 20, 2025
    LAFF MARCH ISSUE
    BREAKING THE MADNESS I’ll be honest. I’m not feeling the madness this year. At a time when it seems like all anyone talks about is the...
  • LAFF MARCH ISSUE
    June 20, 2025
    LAFF MARCH ISSUE
    A LOVEABLE TROUBLEMAKER Exciting dog news this March! The end of this month will mark the one-year anniversary of bringing home our Bernese puppy, Skylar. Longtime...
  • A TOWER OF STRENGTH; INSURANCE AGAINST THE UNTHINKABLE
    June 20, 2025
    A TOWER OF STRENGTH; INSURANCE AGAINST THE UNTHINKABLE
    While successful business owners often spend their days meeting clients’ needs, they may have a difficult time assessing their own vulnerabilities. To cover all your...
  • LAFF JUNE ISSUE
    June 20, 2025
    LAFF JUNE ISSUE
    BUSINESS OR PLEASURE Summer’s finally here, and I’m sure many of our readers are gearing up for some well-earned vacations. Wherever you go and however you...
  • A TOWER OF STRENGTH
    June 20, 2025
    A TOWER OF STRENGTH
    When many people hear the word disability, they think of a sudden accident; however, the majority of long-term disabilities are caused by more common diseases,...
  • LAFF JUNE ISSUE
    June 20, 2025
    LAFF JUNE ISSUE
    LESSONS FROM MY FATHER Over the past few months, my family and I have been helping my parents downsize. Packing up the home they’ve been...
  • LAFF JULY ISSUE
    June 20, 2025
    LAFF JULY ISSUE
    MY SUMMER RESOLUTION If you’ve been following this newsletter, you’ll know I’ve announced a lot of exciting projects this year. A book, webinars, speaking engagements, a...
  • THE TRIPLE TAX BENEFITS OF HEALTH SAVINGS ACCOUNTS
    June 20, 2025
    THE TRIPLE TAX BENEFITS OF HEALTH SAVINGS ACCOUNTS
    When planning for retirement, most Americans think mainly about using tax-advantaged savings vehicles like 401(k) or individual retirement accounts, while failing to consider the triple...
  • TRUST AND ESTATE ADMINISTRATION: WHOM SHOULD YOU BRING TO THE MEETINGS?
    June 20, 2025
    TRUST AND ESTATE ADMINISTRATION: WHOM SHOULD YOU BRING TO THE MEETINGS?
    A loved one’s passing is felt by their entire surviving family. But when it comes to carrying out the decedent’s final wishes, not everyone has...
  • LAFF JULY ISSUE
    June 20, 2025
    LAFF JULY ISSUE
    What Independence Means As we celebrate Independence Day this month, I’d like to take a moment to explore what independence means to our personal lives....