Tweet When was the last time you moved? Were you amazed at the amount of “stuff” you have? I am moving this weekend (from a five bedroom three bath home to a condo about half the size) and I am … Continue reading
Tweet Whole life insurance has a bad reputation. It isn’t perfect but then again it wasn’t ever meant to be. When used for the right purpose, however, it can fit perfectly into a financial plan when there is a need … Continue reading
Tweet I had a real life brush with “Estate Planning” recently when I had some minor surgery performed. One of the questions that came up during registration was “Have you contracted any hospital borne infections in the last 12 months?” … Continue reading
Tweet I recently got a call from an employee who wanted to know if it made sense to use some of his retirement plan funds to purchase a life insurance policy. My answer to him? “Let’s walk through the pros … Continue reading
Tweet The problem is our parents aren’t as feisty and sharp as Betty White is but they think they are. Betty who is 89 is still working and even signed on a show on NBC slated for the fall about … Continue reading
Tweet In my last blog I told you about my neighbors Mr. and Mrs. P. Fortunately for Mrs. P, her next door neighbor is a financial planner, so I’m able to help her during this time of transition. That being … Continue reading
Tweet The other day I was spending some quality time with a very good friend of mine, enjoying the nice spring weather and having a great time talking about various topics, when as often happens the cell phone rings. After … Continue reading
Tweet My neighbor Mr. P passed away several weeks ago, and now I find myself in the difficult position of having to help Mrs. P sort through all the financial details. Mr. P took care of all the financial decisions … Continue reading
Tweet I had the sad task of attending my husband’s cousin’s funeral this past weekend, and it really brought to light the fragileness of life. Dave (my husband) and his cousin were born in 1961, and would have been celebrating … Continue reading
Tweet When hurricane Katrina hit, the newspapers reported a location that has the greatest risk of flood from levees failing – Sacramento California where I live. My husband and I bought a house on a flood plain. I know it … Continue reading
