Saving/Spending

07 Feb 2017 Love means My Will is Up to Date

Posted by Jim Ludwick

Having worked for two bank trust departments and observed so many complex problems created by the lack of a will, I have always urged clients, friends, and family members to keep their estate planning documents up to date. Those documents include a will, durable power...

13 Jan 2017 Live with MainStreet – Ep. 8 Financial Wellness Month

Financial Wellness

Posted by Anna Sergunina

04 Jan 2017 Wellness Time

Posted by Jim Ludwick

It's the beginning of the year. Did you set any goals last year, or are you like most of us who have those good intentions, but they seem to be mostly gone by February? My job as a financial writer is to inspire and educate...