estate planning

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Marriage and Money

By |2017-05-09T22:13:48+00:00April 29th, 2016|Categories: Personal Planning, Uncategorized|Tags: , , , , , |

U.S. Supreme Court decisions have given same-sex married couples the same rights and privileges as opposite-sex married couples. If you're married or on your way to the altar, you'll want to sort through the financial implications and potential opportunities you have. 1. Evaluate your employee benefits Once you're married, you may want to coordinate workplace benefits [...]

Estate Planning Basics

By |2017-05-09T22:12:37+00:00August 12th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , |

When it comes to estate planning, women have unique concerns.  The fact is women live longer than men.  That’s important for several reasons.  First, you’ll not only need your assets to last longer, but you’ll also need to plan for potential incapacities due to declining health.  Second, it means that if your husband or significant other [...]

My Money Checklist

By |2012-03-20T13:41:13+00:00March 20th, 2012|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , , |

Just like your vehicle your finances need continual maintenance. Wouldn't it be wonderful if there was a simple checklist out there to help keep you on track with your financial maintenance? Well, now there is!! Below is a simple and easy to use "My Money Checklist" with Daily, Weekly, Monthly, Quarterly, Annual, Two & Five Year [...]

Suitability vs. Fiduciary: What’s the Difference?

By |2011-11-17T15:40:01+00:00November 17th, 2011|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , |

You have been working hard.  Saving, investing, and dreaming of someday retiring and enjoying the fruits of your labor.  Whether you feel you have done well, or are maybe feeling embarrassment for being under prepared, you take the step to go see a financial advisor for a check up.  Perhaps like your last visit to the [...]

The Price of Dying

By |2011-06-16T01:01:17+00:00June 16th, 2011|Categories: Personal Planning, Uncategorized|Tags: , , , , , |

We're going to talk about death and dying in a moment, so you might want to prepare yourself with a short break that you might find entertaining.  You might even try dancing along with this video by motivational speaker Sean Stephenson: Funeral costs have risen so far and so fast lately that people who have [...]

Wills: The Cornerstone of your Estate Plan

By |2010-03-18T06:00:24+00:00March 18th, 2010|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , |

Alright, I admit I went to the archives for this one.  What can I say, its tax season and everyone is a bit busy around here.  I hope you don’t mind my knocking the dust off of this ever so important issue of estate planning. During this month of St. Patrick’s Day, I have taken a [...]