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What if Financial Planning Was More Inspirational and Fun?

For most folks, the idea of financial planning sounds like as much fun as doing lab work, going to the dentist, or creating a budget. And in truth, the way it is widely practiced only amplifies [...]

August 17th, 2017|Categories: Financial Planning|

Think Your Salary Can Bring You Safely to Retirement? Think Again.

In the sea of financial planning wisdom, there are too few messages about the importance of mindset. Gone are the days when simply saving money was enough to get you to retirement. With pensions practically [...]

July 31st, 2017|Categories: Financial Planning|

Tax Lessons to be Learned from Celebrity Estate Plans

A celebrity's image and likeness can continue to produce considerable income after death. This type of intellectual property is considered part of your estate, and the IRS can tax its value. In the case of [...]

July 19th, 2017|Categories: Asset Protection, Estate Planning|

Facing Grief After the Death of a Loved One Can Be the Key to a Life of Health and Wholeness

If you have ever met someone who repeatedly sabotaged their life or seemed to have a hard time moving things forward, despite the best of intentions, it may be that they were dealing with unprocessed grief. [...]

July 7th, 2017|Categories: Uncategorized|

The Unexpected Costs of Caring for Elderly Parents In Your Home

Multi-generational households are becoming the new (or maybe it’s really old) in vogue way to handle the care of aging parents. And we’re all for it so long as you consider the implications and set [...]

June 30th, 2017|Categories: Estate Planning|

DIY Estate Planning? Buyer Beware!

There are many options available to create a do-it-yourself Will for little or no cost.  These forms are popular because they’re cheap.  In some cases, by saving money now, you are setting up your survivors [...]

May 18th, 2017|Categories: Estate Planning|