Priorities and Goals 2018

Priorities and Goals 2018

We are in the final stretch of 2018 and wow, how the time has flown by! With the final months of the year ahead of us I thought I would take the time to talk about setting and prioritizing goals.  Typically, people are setting their goals around the first of the year....
Women and Investing

Women and Investing

Women and Investing By: Billy Peterson CFP, CDFA President   May means flowers, green grass, birds, spring cleaning and it means mothers. In this country we are making headway in acknowledging equal treatment for women, fully realizing that not many of us would have...
Family Love Letters

Family Love Letters

Family Love Letters Convey your values, beliefs, wisdom to those who survive you. Life can only be understood backward; but it must be lived forward. –Danish philosopher Søren Kierkegaard. While it’s certainly wise to spell out clearly what you want to happen to your...