Maureen's article in this quarter's edition of Autumn Year's is now available. She addresses three key strategies for contributing to your grandchild's financial future. The right choice depends on how much you intend to give, as well as on your grandchild's stage of life and the goal of the … [Read more...] about How to Contribute to Your Grandchild’s Financial Future
Everybody loves to celebrate a milestone, whether it is a big birthday, a wedding or a graduation. The emotions of the day are joyous and the ability to relish the wonderful moment is shared by many. This summer had a number of celebrations for our family. A new beginning for our oldest … [Read more...] about Celebrate Your Financial Achievements
A recent USA Today article discussed the story of a 22-year-old junior college student who was in the fortunate position of having her grandparents save $90,000 for her college needs. Imagine the hard work required to save this sum for her benefit. Well, it appears that the student decided to … [Read more...] about A Hard Lesson on Spending
Facebook is universally known to all and is a great invention in sharing your world with others. As it began, the younger generation used it to show the world and their circle of friends what and where they have been. But as time has gone by, all generations have begun to use Facebook for many … [Read more...] about Referrals and Facebook
Determining what matters and will matter most to you at different stages of your life are crucial to developing a financial plan. Not everyone has the same opinion or values the same things. The general items may be similar, but the level of importance will vary from person to person. When … [Read more...] about What Matters to You?
There is no knowledge so hard to acquire as the knowledge of how to live this life well and naturally. ― Michel de Montaigne - one of the most influential writers of the French Renaissance. My mom, my extended family and I all had a large loss in early January with the passing of my dad Robert … [Read more...] about A life well lived