Jul 10, 2014 | Estate Planning
When planning their estate, most parents express the desire to treat their children equally out of a sense of fairness. However, sometimes being fair or doing what’s right by your children may not mean equal or the same inheritances. The Key Takeaways · ...
Jan 23, 2014 | Financial Planning
Recovering Emotionally from Past Financial Errors Most of us will admit to having made some financial mistakes we regret—running up credit card debt, impulse buying, or making a bad investment or business decision. While there can be significant devastation, the key...
Jan 21, 2014 | Financial Planning
Passion Investing as a Spark to Your Life Bill Gates, Warren Buffet and over 50% of the Fortune 400’s The Richest People in America list have decided to give away their wealth for charitable pursuits. Of course, not many of us have that kind of money or are inclined...
Jan 17, 2014 | Financial Planning
Are You Wasting Money? Part Three: Taxes, Insurance, Not Bidding and/or Negotiating So far in this series on wasting money, we have looked at how people may overpay for housing, interest, transportation, food, clothing and entertainment. In this last part, we will...
Jan 16, 2014 | Financial Planning
Are You Wasting Money? Part Two: Food, Clothing and Entertainment In Part One of this series on wasting money, we looked at housing, interest and transportation—areas in which you or your loved ones may be wasting larger amounts of money. In Part Two, we will look at...
