What will be your legacy month? Legacy is anything handed down from the past, as from an ancestor or predecessor. This could be in the form of what you have earned/accumulated as well as more intangible gifts, such as what you have learned, your values, and giving...
Financial Planning – Sandwich Generation If you are a Baby Boomer or a Gen X’er, chances are you are feeling the squeeze between your kids and your parents/your grandparents. If it provides any comfort, you are not alone. It is estimated that there are 15 to 24...
May is National Preservation Month. To some, ‘preservation’ may address the thought or act of conserving personal, family, or community heritage such as art, jewelry, land, papers, etc. In the financial world, we look more closely into ‘capital preservation.’ Money...
You may have heard before that wealth has four phases: accumulation, preservation, distribution, and transfer. There is an order to the flow of money in our lives. Conventional wisdom says to set aside a percentage of our wages and earnings for the long term. Over...
When considering starting a family the thought of calculating how much diapers, food, and the cost of college, will be can be very frightening. However, if you plan ahead, over time these future expenses won’t look so threatening. Taking college education cost for...
