I’m trying to think of an expression, like “counting your chickens before the eggs hatch” that applies to considering inheritance as part of your financial plan. Or maybe, with egg prices what they are, we are just hoping to inherit a healthy chicken coop. Anyway, a topic of conversation that often comes up in planning…
A truism about social norms in America is that people would much rather talk about their uterine fibroids with perfect strangers than discuss money with those closest to them. Here are three quick tips and three pitfalls to avoid when talking about money with your honey. Schedule Regular Money Talks Set aside time regularly, maybe…
A client math problem that I often work on goes something like this: Jeff and Mandy have a baby. Mandy just got a much deserved promotion with a fat raise and is eager to continue building on her career success. Jeff would be happy to stay home and take care of sweet baby Slayer (Jeff…
Maybe on Valentine’s Day you made a loving commitment to take your relationship to the next level. Could be engagement, buying a house together, or sharing an abode. The more you commit to a person, the more you commit to their finances, so now is the time to start off on the right foot. Herewith,…
“Because what are finances, really, besides an ongoing series of personal decisions?” ~ Quote from Team Lemonade. I love this concept because it reminds us that money isn’t just numbers. It’s a means to create a life that expresses our values and priorities. You loved that your partner introduced fun and spontaneity into your…
You can picture it now: Gathered around the warm fire, drinking hot chocolate with your grandkids, everyone’s cheeks red from a lovely day of skiing. Or maybe gathered around the barbque on your deck overlooking the Gulf of Mexico, watching the grandchildren make sandcastles, everyone’s cheeks red from sunburn. Either way, you have a vision…
Dear Readers, Allow me to introduce you to estate planning attorney Brandon Rains. Brandon is an experienced estate planning and business planning attorney practicing in the Denver Metro and Fort Collins areas of Colorado. The Rains’ Law Firm values include Compassion, Comprehensiveness, Family First, Integrity, and Purposefulness. Brandon has kindly answered my questions…
There are a lot of ways to look at funding college for your kids. There is the I-Paid-My-Way-and-Junior-Can-Too. There is the parental guilt trip of putting away any extra money and forgoing retirement savings so young Betty Sue can go to Harvard without lifting a financial finger. Most of us will fall somewhere in the…
This week I am thrilled to interview real estate attorney and fellow volunteer Jill Klancke of Klancke and Cook Attorneys at Law. Jill’s bio and contact information follows the interview, but for the sake of newsletter formatting I want to get straight to the Q&A. Turns out, real estate attorneys have a front row…
Tens of millions of Americans have filed for unemployment since March. Everyone from optometrists to octopi at the local aquarium have seen demand drop for their services as people stay home to stay safe. If you need income while your regular industry rights itself, take heart. There are still some sectors that are hiring. …
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