Are you raising financially savvy kids?

“The past does not define you, the present does.” – Jillian Michaels Hello, As we work with families, we spend a good amount of time sorting through beneficiary decisions and attitudes about life, money and … Read more

Getting ready for tax time

Be true to your work, your word, and your friend. – Henry David Thoreau Hi, A few weeks ago, I wrote about how to protect your passwords online .  Here is why – yesterday, someone … Read more

Simple ways to protect your family online

“Small deeds done are better than great deeds planned.” -Peter Marshall Hi Collin County Parents, Happy Thanksgiving!  I truly hope you and your family have the best Thanksgiving ever! I’m busy tying up loose ends … Read more

Is your estate plan ready for change?

“You miss 100% of the shots you don’t take.” – Wayne Gretzky Collin County Parents, Hockey starts this weekend!  I’m so excited!  Go Stars! I read an interesting article this week on the New York Time’s … Read more