Holiday conversations: The importance of discussing estate plans
‘Tis the season to deck the halls, light the menorah and provide peace on earth (or at least to your families) with a well-constructed financial and estate plan. With families getting together for the holidays, this is a good time to encourage conversations about...
Not your parents’ retirement
When we think about retirement, our natural tendency is to look at those folks who we know who are already retired. Typically, the people closest to us in retirement are our parents or even grandparents. There is a distinct danger in viewing our own retirement through...
Complex products: Understanding the risks of alternative investments
Alternative investments, particularly complex products, are called that for a reason. The growing popularity of these investments is understandable, given the hype surrounding them lately. The shiny new ideas often get a lot of attention, but that doesn’t mean that...
Inheritance realities: How likely are inheritances to be misused?
A few weeks ago, I wrote about talking with your heirs about money at various ages. Last week, I wrote about how to deal with financially irresponsible heirs and ways to protect them from themselves when it comes to inheriting your money. Since then, I have been asked...
