The question I am asked most by clients is, “Do I have enough money to last the rest of my life?” I tell them I need the answers to two …
Continue ReadingTHE Financial Question
File It Then Share It: Keep Your Vital Information Updated and Accessible
Everyone has a filing system of some sort for important documents and papers. Yours may be carefully organized by subject matter in drawers or folders, or it may simply be …
Continue ReadingWhy You Need to Discuss the Unthinkable
Awkward and difficult as it may seem, every family needs to have a serious discussion about the unthinkables, and those are the financial, legal and medical decisions that need to …
Continue ReadingThe Best Time for The Difficult Conversation
Is there an ideal time to have this discussion that families instinctively want to avoid? (Read our companion article, Why You Need to Discuss the Unthinkable ) After all, who …
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