by Mike Black | Aug 5, 2025 | Estate Planning
Wealth Is Built by Planning for the Unexpected Most people focus on income, savings, and investments when thinking about building wealth. But real financial security doesn’t come from growth alone—it comes from protecting what you have. Risk management is the part of...
by Mike Black | Jul 29, 2025 | Estate Planning
Financial Planning Is Not One-Size-Fits-All Most people think financial planning is just about investing or saving for retirement. In reality, it’s a dynamic, lifelong strategy that touches every area of your financial life—cash flow, taxes, insurance, debt, college...
by Mike Black | Jul 23, 2025 | Estate Planning
One of the Most Overlooked Financial Decisions When you leave a job, one big question often gets ignored: what should you do with your 401(k)? It’s easy to let it sit untouched, but that might not be the best move. Rolling it over—or not—can have long-term effects on...
by Mike Black | Jul 16, 2025 | Estate Planning
You Left Your Job—Now What Happens to Your 401(k)? Changing jobs is more common than ever, but what happens to your old 401(k) often gets overlooked. You may be tempted to leave it where it is, cash it out, or roll it into something new—but each option has financial...
by Mike Black | Jul 9, 2025 | Estate Planning
Estate Planning Isn’t a One-and-Done Task Creating your estate plan is a smart move—but it’s only the beginning. Life doesn’t stay the same, and your estate plan shouldn’t either. As your family, finances, and goals evolve, your documents need to reflect those...
by Mike Black | Jul 2, 2025 | Estate Planning
Who Will Speak for You If You Can’t Speak for Yourself? Medical emergencies can happen without warning. If you’re unconscious or otherwise unable to communicate, who will make decisions about your care? Will doctors know your preferences? Will your family agree on...
