Category Archives: Money and Finances

June 19, 2017

Considerations on the Cost of Divorce Part I

So, You Are Getting Divorced: Considerations on the Cost of Legal and Professional Services Part I In this two part series, I will address the Challenges in accurately estimating legal and professional fees in Part I, and will offer thoughts Continue reading…

October 3, 2016

Teaching Your Kids About Money – The Early Years

What are you teaching your children that will best prepare them for a successful adulthood? To be polite and say thank you? To believe in themselves? How about that if they save 15% of every check they ever earn, they Continue reading…

September 26, 2016

Estate Plan Must Haves! – Lessons Learned Post-Prince

A will is the cornerstone of your estate plan. It allows for an organized distribution of your assets after you pass. Not only does it make sure that your assets end up with your chosen loved ones, it also reduces Continue reading…

September 20, 2016

Cooking for One

You may find cooking a daunting enough task as it is, but cooking for just one can be downright grueling, and can often lead to unhealthy eating. If you find yourself undereating, forgetting to eat, going through the drive thru, Continue reading…

August 1, 2016

Divorce Blog about Divorce Blogs

While researching for this post, I came across a number of divorce-related blogs.  The blog medium provides an efficient and concise opportunity to share information and educate the public.  This blog focuses on the collaborative process — where clients commit Continue reading…

July 27, 2016

Emotional Decision-Making When Markets are Volatile

There’s no question that periods of increased market volatility, like we have seen recently, can be unsettling. However, deciding to move to the sidelines versus staying the course can have long-lasting implications. In fact, making emotionally-based decisions in regard to Continue reading…

July 11, 2016

Identity Theft – Credit Freeze

Recently, a friend told me that a good Samaritan found and returned the wallet he had lost the previous day. The funny thing he said, was that the credit cards and money were still there but his driver’s license and Continue reading…

May 16, 2016

Single Parents Often Walk a Financial Tightrope

Being a single parent demands so much of a person’s time and energy that taking care of longer-term financial concerns often take a back seat. So many single parents face financial restrictions that make it seem they are constantly on Continue reading…

May 3, 2016

Investing in yourself can be the most profitable investment that you can make.

While we financial advisors need to know a lot about numbers, we often use some shortcut “rules-of-thumb” to make quick estimates.  Two of those rules-of-thumb are the Rule of 72 and the Rule of 115. The rule of 72 is Continue reading…

April 13, 2016

Getting Help Following Divorce, Part 2 – How to choose a Financial Planner

Determining who is best qualified to help you reach your financial goals, understanding what they can do for you, and getting clarity on how they get paid for their services may be a challenge if this is all new to Continue reading…