Advanced Planning 101 Avoiding mistakes that can derail your efforts Broadly speaking, there are several stages to managing your estate. Much of it has to do with paper and, increasingly, digital documents. To have an estate plan, it must get written down. It...
Procrastinator by nature? If you are not prone to planning ahead, this could be your wake-up call. James, age 38, went around a corner on his motor cycle, was struck by another vehicle, and landed in the hospital with brain trauma. Sarah, age 52, was out with...
Are You in Control of Your Money? Benign over-donation. It happens to most everyone at one time or another. You receive a letter in the mail requesting a financial donation to a charity that you like to support. It seems like you gave to them recently, but you write...
If you are one of the 4% of American adults coping with ADHD, you understand how challenging it is to manage your daily finances. You’ve probably called yourself a number of unflattering names when a check bounces or a bill goes unpaid. Others may think you are lazy...
Should You Consider an Identity Protection Plan? A client recently asked me about using an Identity Protection service and I told her I would do some research before she plunked her monthly fee down. I’ll share my comparison of plans but I also found that you can do...
Keep Stress from Sabotaging Your Productivity Last week I attended the AADMM (American Association of Daily Money Management) Annual Conference and came back to work with an incredible list of things that I need to implement in my business. As I was going through my...
