GUEST ARTICLE BY: SARA BAILEY Providing for your child is one thing, but being able to support them financially and emotionally is an entirely different duty that requires a healthy work-life balance. With the rising cost of living impacting all aspects of our lives, finding a happy medium is difficult. What if you could…
In the days of Google searches, I don’t know why I am still surprised when a potential client asks: “Can we proceed with a Summary Administration?” Still, as I’m sure my medical doctors experience when I arrive listing symptoms and my incorrect conclusion of what I believe my ailment to be, there’s more to summary…
This month, I sat with Fady Maghak and Victor Fernandez of the AM WEALTH MANAGEMENT GROUP of Janney Montgomery Scott LLC, two outstanding individuals who offer a high level of attention both to financial portfolios and to clients. How did you get started in this business? Our team, The AM Wealth Management Group of…
When you think hurricanes, you think Estate Planning, right? Oh wait, I guess that’s just me. Hurricanes bring about destruction, loss of power, short supply, and, well, I can’t help but compare this to a heavily litigated Probate or Guardianship case. When an estate that does not have an effective plan falls into Probate, or…
How did you get started in this business? Some would call it chance, however over time I’ve come to find that may have just been pure luck. I was introduced to a recruiter while in search of a job position in an office environment. I was well presented, and eager to start in a new…
A durable power of attorney for finances — or financial power of attorney — is a simple, inexpensive, and reliable way to arrange for someone to manage your finances if you become incapacitated (unable to make decisions for yourself). A financial power of attorney is a good document to make for yourself, but it can…
Have you seen our new website?! Isn’t it gorgeous, aesthetically pleasing, and fully functional with all the amazing bells and whistles (hello online questionnaires!)?! That’s because we hired Ricky Pierson of Pierson Media to start from scratch and create a website that is client-friendly, client-oriented, and just plain awesome! Hey Ricky! Welcome back… Can you…
Hi Damian… what brings you around? You asked me to. 🙂 Tell me what you do and what you can do for my clients? Well, let’s say you have a contested probate between siblings, and one of those siblings throws a brick at the other one’s car… I can help them fix their windshield…
Writtten by: Craig Meadows, Guest Writer There are many decisions to make upon learning you have a terminal illness, not the least of which are your end-of-life arrangements. From how you want end-of-life medical care handled to how you’ll provide for children after you’re gone, there’s a lot to consider as you face your final…
Hi Angel, what brings you around? You asked me to come here (he says with a smirk). 😊 You’re right. I did. Would you rather be in a real-life version of the Walking Dead or a real-life version of Game of Thrones? (and of course, why) I’d have to say GoT. You can’t have…
