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A Basic Overview of CCRCs

Submitted by WWA Planning & Investments on June 5th, 2017

One of the decisions we all need to make in retirement is how do we want to be cared for in our later ages when we may need some assistance.  I think for most people, they immediately think of long-term care insurance, which may help to offset the cost of skilled nursing care needs, but doesn’t address where or how care will be provided.  An option that covers the where

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  • Guest Article
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Simple Financial Advice by Visiting the Richest Man in Babylon by George S. Clason

Submitted by WWA Planning & Investments on May 3rd, 2017

Stories, both fictional and true, are often great ways to learn lessons. Throughout history people have used storytelling to teach people important lessons about life. Some of the most famous examples are some of Aesop’s fables such as the Tortoise and the Hare. In personal finance, one of my favorite books is The Richest Man in Babylon by George S. Clason.

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How To Keep Your New Year Resolution Goals Around Money

Submitted by WWA Planning & Investments on February 7th, 2017

During February most of us begin to slip on our New Year Resolutions. The promise of what could be is now never going to be unless we find a way to recommit.

According to StatisticBrain.com 41% of Americans usually make New Year’s resolutions. The top three 2017 resolutions are:

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