Forbes Says No. 2 “To Do” Is Get Estate Planning Done

Forbes magazine lists the second most important thing to do in 2012 is to get your Estate Plan properly done.  The only item listed ahead of it was “set your goals.”  This is from their “12 Financial Resolutions for 2012.” We are six times more likely to become mentally disabled in a given year than... [Read More]

Financial and Insurance Professional Workshop

Financial and Insurance Professional Workshop on November 8 at 4:00 p.m. On Tuesday, November 8, from 4:00 p.m. to 6:00 p.m., at Pack Place Board Room, I will be leading an educational workshop for Financial and Insurance Professionals approved for two (2) hours of continuing education credit by the N. C. Department of Insurance.  We... [Read More]