Wealth Management
Surviving the Death of Your Spouse: Advice from a Financial Planner
On July 29, 2011, my father died in a single car accident, leaving my 73 year old mother — and his children and grandchildren — behind. While my mother has a great network of friends, this is a time of change and transition for her. She must get used to cooking for one, being alone in the house, and managing [...]
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Three Ways to Improve Your Financial Life in 2012
As we move through the last days of December, with its cold nights and warm family cheer, we should take a moment to think about what New Year’s resolutions we might make to improve our financial lives in 2012. Here are three items you may not have considered. 1. Review Your Liability Policy How long ago was it when you [...]
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A New BMW or One Year of College?
Years ago a friend told me, “Paying for college is like buying a brand new BMW every year, but never getting to drive it.” Not only has it become one of my favorite quotes, but it motivated me to think about how I’d pay for my own children’s college educations. After some quick math, I realized that four years for [...]
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Opportunity and Uncertainty in Estate Planning
As part of the sweeping changes that came at the end of 2010, somewhat lost in the federal income tax changes were some significant alterations to federal estate tax rules. As you may be aware, the unexpected happened during 2010 and the estate tax exemption was allowed to go to an unlimited amount. As several billionaires passed during 2010, estate [...]
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