Remember When Things Were Simple? Life doesn’t need to be so challenging It wasn’t that long ago that you could change the oil in your own car; you could change the channel on TV without needing a doctorate to figure out how to use the remote! And what about...
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...
A Journey Worth Taking Money is one of the most emotionally laden topics to discuss with a family member. You have to realize that the conversation is not A conversation, but a series of trust-building exchanges. It is best to start long before a crisis situation...
What does Annual Medicare Enrollment mean for You? Every year, as you approach age 65 or if you are beyond that age, you start getting bombarded with ads about Medicare enrollment starting in August. If you are like most people, you probably stop paying attention...
A Real-life Story A few weeks ago, a client of mine was scammed. Doubled scammed really. I’m still not completely clear on the sequence of events but I will share this story anonymously with you in hopes that you can learn something to protect yourself. The Events...
