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Be prepared for changing market conditions

The Boy Scout’s motto has served me well over the 30-plus years that I have been advising families on their most important financial decisions. It has forced me to be constantly on the lookout for changing and dangerous conditions in all of my activities.  Planning a family’s financial future is very much the same as planning an outdoor...

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Estate documents have changed

This time last year, the language and formatting contained in the living will and healthcare power of attorney documents changed and became standardized.  “Prior to the change, attorneys were able to customize these forms to their own specifications. The problem was when the documents were presented to medical personnel in times of crisis,...

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Consider embracing the changes in Medicare

Most people hate change. It forces us out of our comfort zone and into the world of the unfamiliar. But change is often a good thing, pushing us toward new opportunities. If you’re a Medicare participant, you’re going be faced with the opportunity to make a few changes in the coming months, so here are some I’d like you to consider. If in...

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An extra-strength boost

Most people feel like they pay into their homeowner’s insurance without getting much out of it. While it’s ideal for providing the security of protection and peace of mind in general, on a day-to-day basis it doesn’t appear to have much practical value. But for about $25 per year, there is a little-known power shot called Equipment...

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Changes are inevitable–are you prepared?

The world around us is changing every day and the rate of change seems to be accelerating. Every aspect of life is experiencing the effects of these changing forces. These changes affect our financial lives and require us to remain flexible and to change with the world.  New technologies provide opportunities as well as challenges. If you are...

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