An Inheritance that Unites Rather than Divides

September 29, 2017

An Inheritance that Unites Rather than Divides

With inheritance, even for the closest of families, lack of…

by One DegreeMake an Impact with Your Wealth

Spousal unity surrounding the topic of money is one of the most fundamental building blocks to a healthy marriage.

August 29, 2017

Spousal Unity with Money

Spouses with financial unity have a healthier, more…

by One DegreeMake an Impact with Your Wealth

2 Things You Can Do to Prepare For Long-term Care

June 28, 2017

2 Things You Can Do to Prepare For Long-term Care

These long-term care events have the potential to…

by One DegreeMake an Impact with Your Wealth

Teach children the value of money

May 25, 2017

Teach children the value of money

Money education however, can be fun, simple and effective!…

by One DegreeMake an Impact with Your Wealth

Is your family set up to succeed or fail?

April 27, 2017

Is your family set up to succeed or fail?

We may not be the Rockefellers, but passing our overflow to…

by Anthony SafferCertified Financial Planner™

Wisdom before Brings Success

April 18, 2017

Wisdom before Wealth Brings Success

We may not all be the Rockefellers, but passing our…

by One DegreeMake an Impact with Your Wealth

April 11, 2017

Sorting Financial Fact from Fiction

Financial wisdom is not about privileged information,…

by Anthony SafferCertified Financial Planner™

More Income but Less Money?

March 18, 2017

More Income but Less Money?

Whether “lifestyle creep” is something you need to address…

by Anthony SafferCertified Financial Planner™

The Dangers of Settling for Security

February 7, 2017

The Dangers of Settling for Security

People want the certainty that they will always have enough…

by Anthony SafferCertified Financial Planner™

Maximize your Impact!

December 2, 2016

Maximize your Impact!

Although the New Year may seem far away, let me plant a…

by Anthony SafferCertified Financial Planner™