by Aristata | Jul 2, 2024 | Videos
As we age, our home’s setup becomes crucial to our comfort and independence. But aging at home is more than basic modifications – it’s about creating a supportive, thriving environment tailored to your unique needs. When you think about getting older do you imagine...
by Aristata | Jun 13, 2024 | Uncategorized
It may be surprising to hear, but even those who’ve accumulated substantial wealth may still worry about money. While financial success often brings comfort, it doesn’t alleviate every fear, insecurity, or concern. These fears run deep, often stemming from childhood...
by Aristata | Jun 10, 2024 | Videos
Are you expecting the sale of your business to fund the majority of your retirement? This video highlights key topics to keep in mind when planning the sale of your business. If you have spent much of your life building your business, and you are expecting the sale of...
by Aristata | May 22, 2024 | Videos
Skyler’s Journey to Becoming a Third-Generation Financial Advisor Michael Jordan once said, “Talent wins games, but teamwork and intelligence win championships.” This idea resonates with me, both on and off the court. As Rex’s son and the third generation in financial...
by Aristata | May 8, 2024 | Uncategorized
Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each...
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