Advisor Estate Planning Continuing Education Class: May 18, 2016

REGISTER FOR CONTINUING EDUCATION CLASS “Advisor Business from Estate Planning” aka “What’s in it for Me?” aka “Where is the Sale?” Estate Planning attorney, Steven Andrew Jackson, will teach a one hour Continuing Education class on “Advisor Business from Estate Planning” (aka “What’s in it for Me?” aka “Where is the Sale?”). The class will... [Read More]

Traveling South

Many people travel south during this time of year. They’re often called “snow birds”. They may be going for a short trip or a few months. It may be to head to warmer climates. Anytime you are traveling out of your home state you want to make sure that your Healthcare legal documents work outside... [Read More]

New Year’s Resolutions!

We make New Year’s Resolutions to commit to improving our lives by taking on some needed task or change in our lives. It is often health related or money related. Both radically affect our lives. Maybe now is the time to take care of that needed planning for paying off our debt, planning for retirement... [Read More]

Merry Christmas and Happy Hanukkah!

We wish you and your loved ones a warm and gracious time with loved ones. For many of us our family consists of friends who can be closer than brothers and sisters. As the year winds down remember to be thankful for even the smallest blessings. We wish you warm feelings of contentment and joy.... [Read More]

Failures in Obamacare Show Government’s Ineffectiveness

The President’s own political party is turning against him due to the ineffectiveness of Obamacare and it’s eliminating health insurance for those who already have medical coverage. It appears that not only is the Government unable to provide a Website, or other way to obtain health insurance, but it is canceling the health insurance of... [Read More]

Steve Teaches CE Class – “Financial, Insurance & Accounting Opportunities in Estate Planning”

Steve will teach a Continuing Education Class – “Financial, Insurance & Accounting Opportunities in Estate Planning” on Wednesday, November 6,2013 at 8am at The Biltmore Building to Financial & Insurance Professionals & Accountants.  The class will focus on opportunities to create business through Estate Planning for these Professional Advisors. The Class is approved for one... [Read More]

Technology Without Wisdom is Wasted

Billionaire Jerry Jones, owner of the Dallas Cowboys football team, was ridiculed for using a “flip-phone” on Monday. It obviously has not held him back from being a successful oil businessman or successful owner of possibly the most valuable NFL Team. There is some tendency to think that the most recent technology is more important... [Read More]

Gratitude Offsets Anger and Fear

One cannot be in both Gratitude and also in Anger or Fear at the same time.  If we are in gratitude we are in polar opposite of, and unable to be in, Anger or Fear.  Anger locks us down wherein we are unable to move forward. Fear of the future also keeps us from moving... [Read More]

Steve Teaches CE Class – IRA’s In Estate Planning

Steve will teach a Continuing Education Class – “Retirement Plans in Estate Planning” on Wednesday, September 18, at 8am at The Biltmore Building to Financial & Insurance Professionals & Accountants.  The Class is approved for one hour of Continuing Education Credit from the NC Department of Insurance.  Steve will keep the class moving, relevant &... [Read More]

“Git ‘Er Done”

Larry the Cable Guy For many of us, our tendency towards perfectionism precludes us from moving forward. Our strong desire to “get it just right” precludes us from moving forward on what needs to get done. “Paralysis by Analysis” is a good description as it often precludes the perfectionist in us from moving forward on... [Read More]