Tag Archives: Plannng

A Smart Man “Dies Like an Idiot”- He left his millions to no one.

I came across an article about a Holocaust Survivor who left his estate, that was worth almost $40 million, to no one. Yes, I said almost $40 million left to no one (insert loud gasp here!) So, what happened to … Continue reading

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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

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New Year, New You! Make this year YOUR year.

Someone once told me that the definition of Insanity is doing the same thing over and over and expecting different results. (My younger brother, apparently quoting Albert Einstein) Each year, we all make resolutions- lose weight, save more, eat better, … Continue reading

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Why Choosing a Guardian is Important.

If you are a parent of minor children, you need a will! Although parents often have their children baptized and assign godparents, legally, those godparents cannot be your child(ren)’s guardian if something happens to you or the other parent. Only … Continue reading

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