Create the freedom to follow your life wherever it leads. With nearly half of our client base already living the snowbird lifestyle, before and after retirement, we know there is a lot more to consider than where to buy a new home. If we were to list all the decision points for someone considering having …
Travel
Credit Card Benefits
We all know the basic benefits of a credit card—allowing you to pay for things over time and building your credit, and you might even be familiar with rewards such as cash back, miles, or points, as I talked about in last week’s blog. That said, I recently opened a business credit card and was …
Time to Travel
In honor of International Women’s Day, we recently hosted a thirty-minute webinar – Time to Travel and what you can expect as a traveler. Mary Miller, President of Middleton Travel, provides information about travel safety, exciting places you can go right now, and what is ahead for the travel industry. The event wraps up with …