Major Life Events That Trigger An Estate Planning Review
Life events are those major events that we mark with celebrations, parties, and sometimes funerals. What they all have in common is that we record them with our loved ones. Consequently, they are also milestones that require some sort of... Read More →
Are Your Adult Kids Asking For Money?
As usual, when I have this conversation with someone, it makes a great idea for my blog! So here are some things to think about when junior has his hand out. Think About Your Financial Goals I’m a parent too.... Read More →
New Job? Make These Financial Moves Now
Congratulations on landing your new job! You even got a new job with a higher salary. That’s terrific! But wait….there are a few things to think about not that you have a new job. So before you go out and... Read More →
Be Thankful
Wow! It is already Thanksgiving! This year my family has had to work through quite a few challenging issues. My youngest son experienced the death of a classmate and football teammate. The family dog got sick and had to be... Read More →
Thank A Veteran
A few years ago I took my family to Walt Disney World in Orlando, FL. It was a great vacation for all the obvious reasons. One day we were at MGM Studios watching the Indiana Jones Spectacular. What has always... Read More →
What Should I Do With A Sudden Windfall?
Usually I give advice on how to build wealth slowly. However, sometimes you may receive sudden wealth. The next question to ponder is: What should I do next? Here are some of the windfall situation clients come to me needing... Read More →
Serious Family Illness? 4 Tips To Be Prepared
My wife just got out of the hospital this past week. She had a nasty infection that required IV antibiotics for seven days. We went through a lot during that week. During those long nights that I sat awake thinking,... Read More →
Happy Labor Day!
Labor Day. It conjures images of summer, barbecues and a day off from the hell that is work! According to Wikipedia, Labor Day is an American federal holiday observed on the first Monday in September that celebrates the economic and... Read More →
5 Killer Estate Planning Errors
In the 20 years of my career, I’ve seen many very sophisticated people who have made major mistakes with their estate plans. I frequently hear that they have their estate in order. After I do planning, I discover a plethora... Read More →
Tips for Managing Aging Parents Money
Most parents try to teach their children about money when they are growing up. Using piggy banks, allowances and their first savings accounts are some of the common tools. As time passes, children grow up and have kids of their... Read More →