Category Archives: Planning Tips and Goals

Yes, Even Celebrities Make Estate Planning Mistakes

Americans are drawn to celebrities. We read about their lives, gossip about their deeds and ogle their pictures. Perhaps it is admiration of glamour, fascination with royalty or learning their tricks of the trade. However, celebrities often make the same … Continue reading

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End-of-year financial checklist, pt. 2

Vincent Price’s rap at the beginning of Thriller was a warning: “Darkness falls across the land. The midnight hour is close at hand …” October certainly has been a spooky month for some investors. Nevertheless, fall is time to wrap … Continue reading

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End-of-year financial checklist, pt. 1

Fall is a busy time at home and in the office. You’re wrapping up the quarter at work, preparing for the holidays and ensuring your home is ready for the upcoming winter season. It’s also time to get serious with … Continue reading

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Mine, Yours and Ours: Guidance for Unmarried Couples on Joint Banking Accounts, Co-Signing Loans and Buying a House

Unmarried couples face unique money issues and financial planning opportunities. For example, how do you own your assets?  There’s a shared joy from living together and a temptation to own things “together.” There are going to be expenses – some … Continue reading

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Top 5 Favorite Online Financial Tools and Their Limits

Imagine you’re being shipped to a deserted tropical island. What one item would you take? Now ask a thousand people the same question. We’d face similar conditions but would choose different things. Some would go for survival – drinking water, … Continue reading

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What worries the world? Here’s what one survey says

What are your top three worries? Do they serve as anchors and impede your progress? Or do you acknowledge that the world’s an uncertain place, you plan accordingly and live your life? Football coach George Allen, Sr. once said “Forget … 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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Reasons People Get Off Track Financially

Staying on track is challenging. Investors face too many choices – including the lure of “almost too good to be true” solutions – that make mapping their financial plan confusing. And distractions pop up – crisis du jour – that … Continue reading

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Crossing the Rubicon

The triumphant Julius Caesar stood on the northern banks of the Gaul River with his army. He agonized over his next move. Caesar had expanded the borders of the Republic into modern France, Spain and Britain in a decade long … Continue reading

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A Healthier 2018 – Six Questions

Old Chinese proverb goes “I hear and I forget; I see and I remember; I do and I understand.” Knowledge was passed by the ancients to their children often by stories and demonstration. Formal schools later emerged in China about … Continue reading

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