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Stress, Financial Crisis, Garbage Cans, and Let the Sunshine In

The father of a friend of mine passed away. His father was a wonderful guy, but organization was not his thing. My friend was stressed over his death and went into panic mode - sifting through endless stacks of documents. Instead of looking at the documents, he was just [...]

Sorry To Tell You…But Your Estate Plan Is Probably Out Of Date!

Oh, come on. Redoing my estate plan sounds about as exciting as purchasing tires! Well, it just happens that tires are a perfect analogy. No one wants to buy tires; it is a necessity that occurs when the tread reaches a dangerous level - leaving your tires, the foundation [...]

Why You Need An Estate Plan

This is a simple question, and the answer is a stark reality. Your future – like it or not – includes illness and, ultimately, death. You need an estate plan to address both contingencies. If you’re a young married couple with children – you also need an Estate Plan [...]

Taking Care Of YOUR Business

Over the years, we've heard of numerous famous people who died without having an estate plan. Aretha Franklin of most recent – as well as Prince. Let’s add a few more – Abraham Lincoln, Kurt Cobain, Martin Luther King, Jr, Amy Winehouse, Jimi Hendrix, Heath Ledger, Bob Marley, Howard [...]

By |2021-09-24T14:55:49-04:00September 24th, 2021|Estate Plans, Nursing Care, Power Of Attorney|0 Comments

You Won’t See Wisdom Watching the News…

Simply stated – Congress is divided and so is America. Division breeds ignorance, and in my view and we are all witnessing more than our share of it – on every side of the isle. Wash, Rinse, Repeat... the story of American politics. So, instead of focusing on Congress [...]

Retired / Near Retirement And In Debt?

If I file bankruptcy, will they take away my life savings? In other words, do I get to keep my retirement money? Retirement plans such as your 401k and IRA’s are protected in bankruptcy no matter what chapter of bankruptcy you file, pensions are too. Your pension plan is [...]

By |2021-09-17T13:01:33-04:00August 20th, 2021|Bankruptcy, Debt Relief, Estate Plans, Financial, Retirement|0 Comments

Is Your House In Order?

Do you have an estate plan? You know… a Will, a Trust, Patient Advocate and Durable Power of Attorney? The biggest question is, “Is your house in order?” By that, I mean two things – if you die, have your taken the steps to protect your family? Secondly, if [...]

It’s Time To Do That Which Is Usually Inconvenient

Yes – these are difficult times. The Pandemic continues, and the prospects of a surge lingers – as well as the question we are all asking – “When will we see a return to our normal lives?” I remember in April saying to myself, “Let’s shut things down through May, [...]

By |2020-12-11T10:45:55-05:00October 26th, 2020|COVID-19, Estate Plans, Financial|0 Comments

Why You Need An Estate Plan

This is a simple question and the answer is a stark reality. Your future – like it or not – includes illness and, ultimately, death. You need an estate plan to address both of these contingencies. If you’re a young married couple with children – you also need an [...]

What Is The Longest Period You Can Wait To Save For Retirement?

This is a loaded question. The answer is, "However long you have waited, you have waited the longest time you can!"I will state the obvious to anyone who is 55+ years and wishes they would have begun planning for retirement much earlier. With that knowledge, the answer is simple, “You [...]

By |2019-11-08T10:06:17-05:00October 26th, 2019|Debt Relief, Estate Plans, Financial, Retirement|0 Comments
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