Category Archives: Personal Financial Planning

Getting Hitched? Ask These 9 Financial Questions Before Living Together

Millennials experience more stress and don’t manage it well, according to a survey by the American Psychological Association. Compared to other generations, they’re the most stressed, followed by Gen Xers, Boomers and finally, Matures. Over half of millennials report lying awake … Continue reading

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Young Adults – 5 Milestones to Celebrate

Why do young adults risk being the “lost generation” and not being as wealthy as their parents? It’s because those born in the 1980s grew up and entered the workforce during the Great Recession and have not recovered financially like those … Continue reading

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Planning Under the Clouds of Dementia and Reducing Financial Elder Abuse

“It’s not the men in your life that matters, it’s the life in your men.” Mae West had a way with words and exuded a playfulness in life. The legendary actress and playwright delighted audiences and horrified guardians of morals … Continue reading

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Financial Planning – A Historical Summary and Insights for the Future

Cultures have different traditions in greeting the New Year. However, there are some similarities. Make noise – firecrackers routed the forces of darkness in China, Thais fired guns to frighten off demons, and Swiss pounded drums. Eat lucky foods – … Continue reading

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When Your Treasures Have More Than Sentimental Value

What would you bring to Antiques Road Show? It’s a popular show combining history and treasure hunts. And who wouldn’t want to stumble upon a treasure? You’ve heard the stories of the family who had a garage sale “ugly” bowl … Continue reading

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The Pool Boy and Other Trust Planning Pitfalls

George Bernard Shaw said “Marriage is an alliance entered into by a man who can’t sleep with the window shut and a woman who can’t sleep with the window open.” Like marriage, estate planning takes work… optimism, contingency planning, and … Continue reading

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Pearls from IMPACT – Navigating Uncertainties

There’s a saying that people don’t care how much you know, rather, they’re more interested in how much you care. It’s wonderful to be in a learning space filled with caring people. That’s why I attend an annual advisor conference … Continue reading

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