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60 and Life is Good!

The “Golden Years” have arrived, a bit too quickly, but here you are!  Now is the time to enjoy the harvest of all of your previous efforts:  family, lifestyle and perhaps some wealth.  Thirty years ago, this was imagined to be a carefree situation: travel, enjoy life with your partner, be involved with activities that you desire to be involved with; no longer burdened by tasks that felt more like obligations!  Many...

Annual Financial Review

Medical professionals suggest an annual checkup. Mechanics recommend regular auto maintenance. Shouldn’t your financial life have an annual checkup or tune up? Please take some time every year to self examine your financial situation. You can do this on your own or with the help of your professional advisors. Items to be reviewed and some details to analyze include: Cash Flow & Debt Management Verify adequate cash...

Wills

Do I have to? Really?  Yes, everyone should have a will.  I consider a will, the bare bones minimum estate plan.   I am not an attorney and I encourage you to seek competent estate planning attorney assistance with this very important legal matter. No one likes to think about the inevitable: your own mortality.  Death is part of life and we will all experience it.  Our experience will impact family members, business...

Estate Planning

Never a pleasant topic, it is the end game and therefore no one is comfortable initiating this type of discussion.  Nonetheless, the discussion should occur and it is highly recommended that the discussion be recorded with appropriate legal documents. Failing to have this discussion can result in additional difficult decisions for survivors, thereby adding to their stress at a very emotional time. Estate planning is, at a...