These are different times! COVID-19 and social distancing have created a new way of living. During this time when there is so much that is out of our control, I find myself wanting to spend time doing projects that I have control over. For instance cleaning a much neglected basement and filing our 2019 income […]
The Importance of a Beneficiary
How important is it that you complete your beneficiary designations on your retirement accounts, annuities and life insurance policies? This is just as necessary as having a Will with a thoughtfully chosen personal representative and should be a part of your estate planning strategy. It is also essential to keep your beneficiary designations current by […]
Sandwich Generation
The Sandwich Generation is a growing group of mostly middle-aged people who are taking care of their aging parents, while at the same time raising their own children. With the increase in life expectancy, our family members are living longer and creating a growing need for more care. Maybe you’re a traditional Sandwich Generation member, […]
Your Top 10 Objects Your Kids Don’t Want
This article from Forbes gives some great insight on what might be valuable to you, but not your to younger family members. When organizing your home and personal items, it can be great to set aside some meaningful objects for your children. However, it is important to keep in mind that not everyone attaches the […]
This is an eye-opening article from MarketWatch on November 19, 2018: Opinion: Life lessons from the rich and famous: Why you need an estate plan. Both Prince and Aretha Franklin died without wills and left their loved ones with legal and financial messes. Read on to find out why, even if you aren’t a celebrity, […]
