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Entries in Estate Planning Process (3)

Thursday
Jan092014

Awkward Financial Discussions—Strategies For Diminishing The Ackwardness:

There may be people close to you (spouse, parents, children) who are practicing financial behaviors that are unproductive or destructive. You want to help them get back on track, but you don’t want to come across as judgmental or condescending, or put them on the defensive.

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Tuesday
Jan072014

Are You Wasting Money?—Part Three: Taxes, Insurance, Not Bidding and/or Negotiating

So far in this series on wasting money, we have looked at how people may overpay for housing, interest, transportation, food, clothing and entertainment. In this last part, we will look at a few more areas in which we may pay more than necessary—taxes, insurance, not obtaining bids for services, and not negotiating for large purchases.

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Tuesday
Mar122013

MAKING ESTATE PLANNING LESS DAUNTING

NPR is currently running an interesting series on financial basics for Baby Boomers. An NPR article published today (Article Link) struck a chord with me because my office works to make the process of creating an estate plan as streamlined and friendly as possible.

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