Best Seller Advice Begin with the end in mind. “The Seven Habits of Highly Effective People” by Stephen Covey was written over 15 years ago but is...
Have You Told Your Assets Where to Go?
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Estate Planning
The Magic (Pass)words: It’s Not About Knowing, It’s About Doing
Passwords Here, There and Everywhere! How many passwords do you have to keep track of? Have you ever counted them? I stopped counting after I hit...
Four Things I Learned About the Word “Widow”
I wish we had a different word to use here in the United States for our “status” after we lose a spouse other than the word “Widow.” It’s the only...
It Happens to All of Us, But Most of Us Don’t Plan For It
What are the odds of getting hit by a bus? 1 in 495,000. Not happening to me, right? But what are the odds that you’re going to die someday?...
Gathering Our Family Around Us
"Just like we often have our family around us at the dinner table, Thanksgiving and other holidays, or in times of need, we also should think about...
Who Gets What When You’re Gone?
The sooner you communicate your wishes, the less stress and potentially broken relationships there will be in the end. When one of my nieces was...
Are You Expecting Your Man to Be Your Financial Plan?
What does money mean to you? If you had to choose one word to describe what money means to you, what would that word be? Survival, security, love,...
Three Ways to Leave a Legacy, Not a Mess!
When we hear the term “legacy” we often think of leaving millions of dollars to heirs, so most of us decide “well, that sure doesn’t apply to me!”...