My favorite part of being a Financial Concierge is forming lasting relationships with my clients. Part of the skill set for helping people over so many years is being able to adapt to their changing needs. Recently I had the opportunity to help someone apply for Medicaid. When I first… Continue Reading..
We’re all grateful for the periods in our lives when our loved ones are happy and healthy, but nothing lasts forever. Sooner or later we will be faced with family members and friends who are beginning their journey to the end of life, just as we eventually will. This past… Continue Reading..