Michelle 'Shelly' Gams

09/04/2026

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing important financial decisions on their own for the first time.

Whether it's understanding income sources, reviewing beneficiary information, or discussing long-term retirement goals, you don't have to navigate these decisions alone.

If you or someone you care about is facing the loss of a spouse, contact me to discuss strategies that can help provide clarity, confidence, and financial security for the years ahead.

09/03/2026

“The measure of intelligence is the ability to change.” - Albert Einstein

How have you grown in ways you didn't expect?

09/02/2026

September is National Life Insurance Month — a reminder that real love isn’t only spoken, it’s shown. Because, as this video shows, life insurance is one of the most meaningful ways to ensure your family is cared for — today, tomorrow, and for generations to come. Let’s talk about how you can protect the ones you love.

09/01/2026

Let's Talk. Contact me today to set up your free, no-obligation appointment!

08/27/2026

“There is virtue in work and there is virtue in rest. Use both and overlook neither.” - Alan Cohen

How are you finding balance between productivity and rest?

08/26/2026

Sometimes the most loving thing you can do for your family is also the most difficult. That’s especially true when it comes to talking with your aging parents about money, health and future care.

Here's how to approach talking to your parents about finances, health needs and living arrangements.

08/20/2026

“The best preparation for tomorrow is doing your best today.” - H. Jackson Brown Jr.

What's one thing you're doing today that your future self will appreciate?

08/19/2026

Conversations around long-term care can touch on aging, independence and a large expense- all topics that can be difficult to discuss with loved ones. But it’s important to take the plunge.

Assess all your options and make a plan early.

08/18/2026

I'm excited to announce that I’ll be hosting the 2026 Advisor Symposium on Wednesday, November 4th.

This year’s event brings together an exceptional lineup of experts, including professionals Steve Parrish, Alan S. Gassman, Kathleen Bilderback, and New York Life Corporate Vice President Allen Hensley.

The program will explore current strategies in wealth transfer, estate planning, business succession, and income tax planning strategies through engaging case studies that reflect a range of client situations and planning objectives. Participants will gain practical insights into advanced techniques and the value of multi-disciplinary collaboration to address complex client needs.
Mark your calendar, download an agenda, and watch for registration info coming soon!

*This event is for CPAs, Lawyers, and Advisors and counts towards continuing education*