It is hard to believe that next week we will be celebrating Thanksgiving and then move to year-end celebrations with family and friends. The close of 2025 represents my 43rd year as a business owner and financial advisor.
I was a young 27-year-old when I created our fee-only financial services business back in 1982.
During the past few years, I have been spending more of my time helping many of you learn how to communicate your estate-planning decisions with your loved ones. For those that have put in the work, I can say without a doubt, what I am going to share has brought significant peace of mind to a number of our clients and their family members.