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Creating A Values-Based Estate Plan

Creating a Values-Based Estate Plan Many investors have some understanding of traditional estate plans that specify how you want to distribute your property after you die. A values-based estate plan is different, but the two types can overlap, giving voice to how you bequeath your wealth to your beneficiaries. What is a Values-based Estate Plan […]

You Should Revisit Your Will After Major Life Changes

How Often Should You Revise Your Will? It’s essential to revisit your will, and indeed your entire estate plan, every three to five years and after significant life events. Failure to do so could easily lead to undesirable outcomes. Your will is your most personal expression of how you want to distribute your property after […]

Coping With Big Life Changes

Life is change, we can either roll with the punches or be prepared. A good financial plan allows a certain amount of flexibility to prepare for the unexpected and a well laid out path for the expected. This is what we do, we look at the big picture, use our 35 years experience, help you […]

Dealing With Grief

  One of the most difficult times in a client’s life is also one of the most demanding. I  can not stress the importance of having someone to help you slow down, and take a look at the big picture. Too many people want to rush and get it behind them or not deal with […]

10 Things You Must Know About Medicare

Great article about one of our most important benefits for the American people. Take a few minutes and brush up on your knowledge your future depends on it.    

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Advisors, LLC and Modern Family Asset Management are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: SC, GA, MO, NC - powered by Enfold WordPress Theme