Tag Archives: Finances

Your Nest Egg vs. Your Children’s Education

As many of you know, I am a HUGE (did I mention HUGE?) advocate of proper planning- whether it’s estate planning, financial planning, party planning or vacation planning. Yes, I am that person who creates an itinerary for a family vacation! Recently, I … Continue reading

Posted in College, Estate Planning, Future, Plan, Retirement | Tagged , , , , , , , , , , , , , , , , | Leave a comment

The TOP 4 (MUST HAVE) Estate Planning Documents

If you follow us on Facebook or Twitter, you have probably seen the weekly Friday “Homework” in preparing for your estate planning meeting. If you don’t follow us, you should! So, what is this “Homework?” Well it’s basically a list of … Continue reading

Posted in blended families, Children, Estate Planning, Family, Future, Goals, trust, Wills | Tagged , , , , , , | 1 Comment

Happy New Year’s Eve!

Its never too early or too late to start a new goal or challenge. Want to know the key to success?? It’s to DO- take steps that will move you forward. Hope helps, but it’s not enough. As this year … Continue reading

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Estate Planning For Young Adults

As the first half of the school year comes to an end and decisions about what college to attend are being made, what happens once your teen turns 18?? Well, once a child turns 18, parents lose the legal ability … Continue reading

Posted in Children, Estate Planning, Future | Tagged , , , , , , , , , , , | 2 Comments