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Starting a Family - There's More to Think About than Education

When my wife, Stephanie, and I were first starting a family of our own, we purchased a beautiful baby bed that we were sure would last for each child we planned to have. We set it up, bought beautiful linens and loved watching our son Gates sleeping in the cradle. What we…

Are You Worrying Too Much?

We have become a very news-conscious society. Thanks to social media, live-streaming newscasts and online journalism, we have access to information instantly, and can read about current events as they’re happening. While this instant access may give us tools to make more…

Life Insurance – It’s Time to Talk About It!

So often in this business when I talk to clients about life insurance, I hear, “Hey Dave, I don’t want to talk about this anymore. I’m not about to die and I already have some life insurance.” But because September is LifeHappens.org’s Life Insurance Awareness Month, I do…

Yes, Young Growing Families Can Save & Invest

Plan to put yourself steps ahead of your peers. If you have a young, growing family, no doubt your to-do list is pretty long on any given day. Beyond today, you are probably working on another kind of to-do list for the long term. Where does “saving and investing” rank on…