Category Archives: Personal Financial Planning

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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