Category Archives: Personal Financial Planning
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
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
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
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
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
