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Revocable trust vs. will: A guide to estate planning in the age of coronavirus
Coronavirus has proven to be a major threat to our overall well-being. And with all the trouble it’s caused to families, now could be a good time to review your own estate planning needs. It’s something that many people may be overlooking, either accidentally or on purpose, as this economic and health crisis plays out.…
Read MoreWhy You Need To Plan A ‘New’ Retirement Mindset Now
The old retirement mindset has been in place for generations. Pick an age and retire. One and done. That’s was so, well, 20th Century. Now people pre-retire, half-retire, return to the workforce — or never leave it. There are lots of options. The new retirement mindset is flexible, but like anything else in life, it’s…
Read MoreHow scammers could use coronavirus scare to steal your money
The health of your wallet could be at risk as the new coronavirus spreads to new parts of the globe. Consumers are warned that they could soon be inundated with fake products, phony stock deals, fabricated emails, texts and social media posts that are designed to steal money and personal information. Fraudsters love to play…
Read MoreIs it time to have ‘that talk’ with your aging parents about their finances?
Advice from the author of ‘Mom and Dad, We Need to Talk’ Having the conversation now can save all of you a lot of trouble in the future. Cameron Huddleston, author of “Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances,” remembers the birds-and-the-bees talk she had as…
Read More3 Keys to Long-Term Prosperity, Health, and Happiness
Prosperity should be everyone’s goal. Being prosperous means you have a life worth living. It means your internal and external worlds are congruent. The definition of the word prosper is to: Succeed financially Flourish physically, to grow strong and healthy “Prosperity,” is far more than money, when you really think of the word. There is so much more energy and…
Read MoreI raised 2 successful CEOs and a doctor—here’s one of the biggest mistakes I see parents making
It’s rather strange to be a “famous” parent and have your family profiled on the cover of magazines. I certainly don’t claim all the credit for their successes, but all three have turned out to be accomplished, caring and capable people. Susan is the CEO of YouTube, Janet is a professor of pediatrics, and Anne…
Read MoreGPS The Guided Planning System®
Guided Planning System® Guides Retirement Satisfaction. You have worked tirelessly all these years and gained not only the accumulation of assets but the knowledge and experience that comes with those efforts. Now that retirement may be approaching, an organized plan is necessary. You should not have to be stressed or worried about where the money…
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