A little over a year ago, my husband Steve and I started on a journey to empower families around the nation to get ahead of life before it happens. We debuted Life Goes on Roadmap™ and quickly discovered that we could meet a real need among families to get their acts together before life hits [...]
Since August of 2018, Jean Keener of Keener Financial Planning has been sharing Life Goes on Roadmap™ with her clients. To date, she has ordered 50 Life Goes on Roadmap 3-ring binders. She and her team members are sharing them with retainer clients only during the first half of the year. Her intention is to [...]
Skip Fleming, CFP®, was the first Garrett Investment Advisor member to sign on as a Life Goes on Roadmap™ licensee last September of 2018. Skip saw the value in having the "get ready for life" conversation, especially since he served our country as a member of the United States Marine Corps for 24 years and [...]
What's your answer? True or False? We've surveyed many financial advisors about this, and we've talked to their clients, too. This fear is real, and it feels urgent, especially when someone we know or love crosses paths with home burglary, natural disaster, or the Big D's -- disease, disability, divorce, or death. Here's the brutal [...]
Are you one of the millions of viewers who are binge-watching #WhenCallstheHeart, presented by the Hallmark Channel? I sure am. Along with the other "Hearties" across the nation, I was reaching for the Kleenex when Jack Thornton's life was tragically cut short on a routine training mission. Here he was, a newlywed with a bright [...]
Are you one of the millions of viewers who are binge-watching #WhenCallstheHeart, presented by the Hallmark Channel? I sure am. Along with the other "Hearties" across the nation, I was reaching for the Kleenex when Jack Thornton's life was tragically cut short on a routine training mission. Here he was, a newlywed with a bright [...]
Have you joined the millions of people who are binge-watching the new Netflix TV show starring Professional Organizer and New York Times Best-Selling Author Marie Kondo? If you haven’t yet heard of her, she’s a powerful advocate for the life-changing magic of tidying up. Her lessons about de-cluttering and deciding what stays or goes to [...]
When you buy the book on January 30, 2019, you can enter to win valuable prizes to help you get your financial act together! We'll draw 25 winners who'll each receive Life Goes on Roadmap™. This is an engaging and fun way to get your personal financial information organized so you have power, access and control -- [...]
My friend Maureen Kures posted an interesting question on Facebook that resulted in a very compelling thread. She writes, "Do you ever think what would happen if you were to die without a will? Do you want your assets distributed as you wish? Or would you rather have the state decide how your assets are [...]
About a six weeks ago, I wrote to tell you about our home burglary. Three burglars broke windows and locks and "went shopping" for valuables in our home -- including an entire jewelry drawer full of treasures -- before driving away with both of our cars. One of the thugs is in jail, and the [...]
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