by Leonard Baer | Apr 26, 2021 | Aging, Blog, Uncategorized
Hey, I’m ancient…. I do remember birthday parties with the quintessential “pin the tail on the donkey”, singing the traditional birthday song, and then opening the presents….and a must, the singing and dancing of the “Hokey Pokey.” What makes me reminisce? A client of...
by Leonard Baer | Jan 16, 2019 | Blog, Uncategorized
Curly: Do you know what the secret of life is? [Holds up index finger] Curly: This. Mitch: Your finger? Curly: One thing. Just one thing. You stick to that, and the rest don’t mean squat! Mitch: But, what is the “one thing?” Curly: [smiles]...
by Leonard Baer | Jan 9, 2019 | Blog, Uncategorized
No matter how volatile the world economy seems to be, the need for estate planning is still of primary importance to everyone. Here are some questions to ask yourself, and are relevant no matter what is going on around us in our nation or worldwide. At my death, will...
by Leonard Baer | Jan 2, 2019 | Blog, Uncategorized
Like an acrobat “without” a large enough net, many people have pushed their monthly minimum payments on credit cards far beyond their ability to pay. January and February are cold months and they can be particularly harsh for those who overspent at the holidays. Many...
by Leonard Baer | Dec 21, 2018 | Blog, Uncategorized
When I first gave this talk and mentioned the title, someone immediately raised their hand and said, you mean a victim! I intentionally used the word accomplice because I believe that many times our mental state makes us an unwitting accomplice. We set ourselves up...
by Leonard Baer | Dec 12, 2018 | Blog, Uncategorized
We’re all busy getting prepared for the holidays, watching Hallmark movies, watching more Hallmark movies, and some even watching actual snowflakes; but there is also the Grinch, literally trying to steal our Christmas out from under the Christmas tree. Phishing is...
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