Estate Planning After a Second Marriage
Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you arrange to transfer wealth in a way that won’t [...]
Teaching Your Heirs to Value Your Wealth
Some of us are reluctant to talk to their kids about family wealth. Perhaps they are afraid what their heirs may do with it. It can be awkward to talk about such matters, but many parents likely [...]
By Adrienne
In Divorce Finances, Financial Transitions, Investment Planning, Life Insurance, Long Term Care, Retirement Funding, Social Security
Posted Retirement Blindspots
We all have a “blue sky” vision of the way retirement should be, yet it helps to plan for retirement with a little pragmatism. Fate may alter the course of our retirement in ways we do not [...]
The Mid-Year Financial Tune-up
We’ve all heard of taking a “Health Day.” A day set aside whether for doctor and dentist appointments, or just to catch up on some much needed rest. What about a “Financial Health Day?” A full [...]
