• To Get Started, Just Get Started

    It’s February, and the New Year has really started, so let’s look at the scorecard for resolutions. Oh the wonderful plans…losing weight, new organizational skills, relationships, nutritional regimens…where are they now? What happened to these new vistas, goals, aspirations and good thoughts? I think the answer is that life gets in the way, aka “stuff”.  […]
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  • Be Better Than Bezos

    What does the world’s richest man, Jeff Bezos, the CEO of Amazon, have in common with all of us? Simply said, he did not properly prepare and think about estate planning.
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  • A Resolution That Keeps On Giving

    It’s now 2019 and many of my friends are making resolutions. I only have one resolution. Yes, just one. And that’s to be relevant.
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  • A Volatile Economy Should Not Impact Estate Planning

    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 there be sufficient cash to maintain […]
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  • When Santa Has Left The Building

    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 are now faced with the reality of how far out […]
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  • The Don’t’s We Need To Do – Never Be An Accomplice

    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 for problems; sometimes we get overloaded with life and sometimes […]
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  • Like Shooting Phish In a Barrel

    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 not a sport, or the summer afternoon of the quiet stream, and landing the […]
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  • Black Friday Is Coming

    I’ve written several blogs on how seniors need to be prepared, but sometimes we forget and go on ‘automatic.’ Hey, it happens to me too. The holidays are no exception. My senior clients are bursting at the seams to celebrate “Black Friday” – and they may be unaware of potential scams. I’ve talked about scams, […]
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  • A Room with a View – Who’s Kidding

    We know we should speak up, or at least mildly protest something that is bothering us. We do it all the time…. when we speak with family, colleagues, and friends, but how come when it comes to services, we keep mum? A room with a view; mine came with a view of air conditioner compressors […]
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  • Why Accept Crumbs

    How often in our lives do we have the same conversation over and over with ourselves; I wish I had said this, or I should have done or would have done that?  We repeat this to ourselves or to our patient spouses who have heard this same old story over and over. We accept crumbs, […]
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