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...
by Judy Hubbard Hulsey Have you heard of “Gen 4”? No, not Genesis 4, but Generation 4? If you pick up any business periodical, eventually you will see an article with the abbreviations “Gen 2” and “Gen 3.” The etymology comes from the concept of a patriarch or...
