Sudden Wealth From Retirement?
You made it. You are retired. Your new job will be doing whatever you want! Sounds good, right? Retirement can be a wonderful time. It’s a Life Event that usually happens to each of us at some point. Life Events... Read More →
Sudden Wealth From A Property Sale?
You just sold it. That piece of property, land, family farm or house that you rent or inherited. You just experienced a Life Event. If you haven’t read any of my previous articles in this series, I’ll answer what is... Read More →
Life Event – Death Of A Spouse
Dealing with the loss of a spouse is very difficult time for you and your family. You will be coping with lots of emotions and handling many complex financial decisions as well. You may have had a spouse that handled... Read More →
Sudden Wealth From A Job Change?
My Mom worked for the University of Kentucky for 41 years. Yep, 41 years! Who does that anymore? Hardly anyone. Most working Americans will change jobs 11 times during their working years, according to Fidelity Investments. That works out to... Read More →
Sudden Wealth From An Inheritance?
In my previous article, Sudden Wealth from A Life Event?, I mentioned a huge number of life altering events that create sudden wealth. This article will focus on an Inheritance. When you inherit money it usually accompanies a very emotional... Read More →
Sudden Wealth from a Life Event?
As a financial advisor, I get more than my share of strange phone calls. Some are real doozies! So when I picked up a recent call, I braced for impact! Some calls are really weird, other times someone is soliciting... Read More →
6 Financial Gifts for Dad on Father’s Day
My wife and kids recently asked me what I want for Father’s Day. As I thought about something to tell them (primarily to get them off the hook!), I thought about what every Dad would want. Would that be new... Read More →
Memorial Day
Most Americans will celebrate this Memorial Day shopping for sales, having a cook out or just relaxing at home enjoying the nice weather. Sounds great, right? When I was growing up, Memorial Day always signaled the day the pools opened,... Read More →
Some Thoughtful Gift Ideas for Mother’s Day
Mother’s Day is Sunday, May 11th for those of you that wait till the last minute! It always creeps up on me, and I realize I have not taken the time to figure out what the Moms in my life... Read More →
When Can You Get Your Kids Off Your Dime?
As a parent, when can you get your kids off your dime? Your kids are getting older. Now, I’m talking about young adult children, at least age 16 to say 24. Not your twelve-year-old, and not the 40-year-old video gamer... Read More →