Is A Trust Smart For You?

Posted by on Jun 7, 2014 in General | 0 comments

“If we wait until we’re ready, we’ll be waiting for the rest of our lives.” – Lemony Snicket Parenting is more than reading to your children or getting them to eat their vegetables. It’s also about securing their financial future. One way to do that is by drafting a trust and naming a trustee. This […]

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12 Markers Of Real World Financial Prosperity!

Posted by on Aug 19, 2013 in General | 0 comments

Maybe it’s true that having $1m+ isn’t as impressive as it used to be these days. But it’s still a measure that we continue to use as a marker of financial “arriving”.   What’s further interesting is that even in the midst of the “Great Recession” and its ongoing recovery, the numbers of people who […]

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Living On One Income!

Posted by on Oct 7, 2012 in General | 0 comments

I’ve recommended before that couples who are ultimately planning on one person staying home with children, start running their finances and their budget that way from the beginning. That’s simply the best way to be prepared for what is to come. I’ve also pointed out that one of the best times to save is before […]

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Money Worries

Posted by on Aug 6, 2011 in General | 0 comments

With all of the news about spiraling federal debt, it’s natural that Americans are taking a hard look at their own situation, and it sometimes leads to worry–even for those who are relatively secure. Interestingly, my clients who have MORE cash in the bank often worry more! Funny, right? But it’s normal human nature…. You […]

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