Financial Literacy

Talk to your child now about his future, potential, inheritance.

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What happens when a young adult inherits a sum of money, but money was not a topic of discussion in her family? If her parents are gone, whom will she talk to about her inheritance? Will she have a vision for her wealth? Will she know how to manage it, or where to look or to whom to turn for help? Or, will she blow through it without thought?

Silence about money is the norm for many of my solid middle-class clients. They were not ...

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Financial Education Resources for National Financial Awareness Day

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One of my passions is financial education. As a CPA and estate planning attorney, I believe financial education is one of the most important parts of education. It literally can change your life.

A Chinese proverb pertains to financial planning. “The best time to plant a tree was 20 years ago. The second best time is now.” No matter where you are in your journey, taking a little time to further your financial knowledge will pay dividends.

Today is National Financial Awareness ...

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Financial Literacy in Working Women Improves While Knowledge Gap Persists for Female Retirees and Widows

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Recent studies reveal that financial capability among working women is improving, but closing the financial literacy gap has a long way to go as it relates to retired women and older widows. Women will be alone and in charge of themselves for a long period of time. But statistics show that women probably don’t have an estate planning attorney, CPA, or financial planner on their personal team of professionals to help them along the way.

Financial advisors and estate planning practitioners ...

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Six Tips to Start Your Financial Goal-Setting

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The month of January generates a steady stream of news articles and broadcast messaging about financial goal-setting. To cut down on the overwhelming clutter we’ve compiled a series of tools, tips, and resources to support your financial wellness efforts.

Has the recent stock market volatility left you wondering if you have to adjust your spending to meet your financial obligations?  Are you worried if your retirement savings or withdrawal strategy is enough?  Are you confused about where to ...

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National Healthcare Decisions Day – A Platform to Have the Conversation

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Founded in 2008, National HealthCare Decisions Day (NHDD) is the day set aside to inspire, educate and empower the public and providers about the importance of advance healthcare decision-making.

Did you know that tomorrow is April 16th — National Healthcare Decisions Day?  Those of us who offer legal counsel, advisory services, or healthcare related services are particularly mindful of the day’s significance.  Founded in 2008, National HealthCare Decisions Day (NHDD) is the day set aside to inspire, educate and empower the public and providers ...

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