Resources

Create Your Free MyBlocks Account

Create your free MyBlocks account to get access to interactive modules, quizzes, and tools to help you learn and start thinking about your financial future!

Download the Personal Document Locator

This Personal Document Locator is simply a detailed list of where you store your important records and papers and who your primary advisors and contacts are. This list will assist your loved ones in the event of your death or disability.

Download the Guide to Starting or Buying a Business

Thinking of starting a business? You have many options such as starting something new, buying a current business, or opening a franchise. This guide reviews some of the risks and benefits of each of these options, along with some helpful starting information.

Download the Guide to Planning Concerns for Divorcing Couples

Divorce is one of life’s most stressful events. This guide will provide you with some starting information about financial concerns for couples going through a divorce.

Download the Guide to Money Issues that Concern Married Couples

If you’re engaged to be married soon, congratulations! It’s an exciting time of life. To help you and your soon-to-be spouse start off on the right foot financially, here’s a guide to some of the important conversations to have before your wedding day, or soon thereafter!

Download the Guide About Planning for Remarriage

If you’re getting ready to remarry – congratulations! As you and your partner prepare for this new journey, there are important financial decisions to make and conversations to have. This guide reviews those topics and provides some discussion points for you to get started.

Recent Blogs

Widow and Wisdom™ – Ice Pops

Widow and Wisdom™ – Ice Pops

It is 90+ degrees outside and there are six of us parents roasting on the baseball field bleachers at our sons’ doubleheader one late Saturday afternoon in July.   The conversation dies off after hour four.  Dehydration has set in.  One mom returns from...

An Estate Planning Checklist

An Estate Planning Checklist

What to check (and double-check).Provided by Donna Kendrick, CFP ®, CDFA ® Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate...

Investor Sentiment Is Shifting

Investor Sentiment Is Shifting

This year, markets have experienced an odd phenomenon.Provided by Donna Kendrick, CFP ®, CDFA ® A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1 ...

Checkout Donna's background on FINRA's BrokerCheck

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