The Benefits of Connecting . . . and Keeping it Personal!

In an “over-connected” society, professional millennials must develop communication skills extending far beyond text messages and emails. The stereotype that millennials suffer from communication deficiencies is one that has baffled me throughout both my post-graduate education and early years in the business world. Think of it this way: If you were walking down the street…

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(Part II) Develop Personal Insurance by Investing in Yourself: Millennials share their stories.

In Part I of this II part series, we met Sarah, a Millennial who realized the importance of Personal Insurance. Personal insurance is unlike any other form of insurance! It is not something you can get through your credit union or an insurance agent. Personal insurance is an investment you make in yourself to protect your future! Now…

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Develop Personal Insurance by Investing in Yourself: Millennials share their stories.

When you hear the word “insurance” what comes to mind? Protection? Uncertainty? Managing Risk? A payment? These adjectives define insurance in its most basic form but when you think of insurance as something you buy and pay for you are limited. Yes, property, health, auto, life, accident, critical illness, disability, and liability insurance all fall…

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Are You Prepared to Retire Cold Turkey? Semi-Retirement and Part-Time Employment

If you are approaching the Golden Age of Retirement, chances are you have dedicated a significant number of years to the workforce. The transition of working full-time to the life of a retiree can be an abrupt and difficult change. Will you have enough to occupy your time? Is your Retirement savings adequate for maintaining…

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