Life Moments

Enjoy a stress-free summer by being financially prepared! Understand summer risks, review insurance coverage, build an emergency fund, and prioritize safety. Financial wellness expert Michele D Alston can help you craft a personalized financial plan tailored to your family's summer adventures. Book your consultation today and secure peace of mind all summer long!

Father’s Day is more than cards and cookouts—it’s a time to reflect on legacy. For fathers aged 40–80, financial foresight is one of the most powerful gifts they can offer. This post explores practical ways to create lasting security through estate planning, wealth transfer, and retirement prep. Whether you're a dad or adult child, learn how to honor fatherhood with financial wisdom that echoes for generations.

In a world where values and beliefs are constantly evolving, the concepts of lineage and legacy emerge as essential pillars in...