Life & Planning
The Fiscal Cliff and Me…Who Cares?
We should all care, but for all the reasons the media doesn’t talk about. The tax outcome will be what it is and affect all of us according to our…
Read MoreWhat to do with your finances when the nest is empty
Before the economy took a turn for the worse into a recession, there was a simple, concrete plan for parenting and finances: you raised your children, they got a job…
Read More“Greedy Geezers” is a myth
A recent CNN article confirms what I’ve know all along: the idea of “greedy geezers,” those older Americans that consume so much of the pie that they leave just a…
Read MoreTalk about late-in-life planning, before it’s too late
A recent article in The Wall Street Journal offers great advice for those approaching the golden years and thinking about estate planning. As we age, it becomes more and more…
Read MoreHow to have more energy and strength
Nutrition is a big influencer of daily energy, along with sleep and exercise. Food can fuel our energy needs or cause us to run on empty. One area that is…
Read MoreWhat to Do When Your Kids Return to the Nest
Since the collapse of the housing bubble and the subsequent blow to the economy, many kids that should be flying the coop are instead returning to roost. A recent Wall…
Read MoreAre your kids fit for their inheritance?
The big pot or small pot waiting for kids when you pass on from this life to the next…are they ready for it? Most millionaire parents say they are not…
Read MoreMarried? Skirt estate-tax traps to leave more of your estate
A recent article in the Wall Street Journal gave some very useful information regarding estate tax rules and married couples. If you’re married, you’ll want to pay attention to the…
Read MoreAge Myth of Entrepreneurs
The Mark Zuckerberg story headlines most news stories this day and he has become the poster-child for what a success entrepreneur looks like. Yes, that even includes the notion that successful…
Read More"Least Equality of Opportunity"?…RIDICULOUS!
A Columbia University professor was recently interviewed about his latest book in which he states, “The United States has the least equality of opportunity of any country.” What the heck…
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