You have heard the old adage “Rags to Riches to Rags”, or “Shirtsleeves to Shirtsleeves in three generations”. It is not just a dynamic of western culture; it is actually …
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Category: Healthcare & Financial Decisions
Fear and Vulnerability Work
Change provokes fear and vulnerability for both parents and caregivers alike. The year 2018 is marked by change from many directions. Some of the changes we are experiencing this year …
Continue ReadingWhat Investments to Include in Your Retirement Nest Egg?
These are the categories of investments appropriate for funding your retirement in the order of funding priority. 1) Two month’s worth of living expenses in a checking account. 2) Short-term …
Continue ReadingAre Your Financial Priorities Prudent?
Many loving parents and grandparents make the mistake of giving priority to paying for their children’s or grandchildren’s educations over the funding of their own retirement. At first blush that …
Continue ReadingTHE Financial Question
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 ReadingDoes a Charitable Gift Annuity Make Sense?
Maybe the phrase “the gift that keeps on giving” seems trite, but for some — in the right circumstances — it can fit charitable gift annuities. Whether a charitable gift …
Continue ReadingServing Those Who Served: Caring for Aging Veterans
“America’s commitment to its veterans are not just lines on a budget,” President Obama assured members at a recent Veterans of Foreign Wars convention. “They are bonds that are sacred …
Continue ReadingWhat You Should Know About Advance Directives
Advance directives support your right to die and death with dignity. With an advance directive, you can express how much or how little you want done for you when you …
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