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Articles Showing articles related to: Finance & Insurance

The human connection

In case you haven’t been paying attention, we are living in the beginning years of the Age of Machines. Robots, artificial intelligence, drones, self-driving cars and, now, “robo” investment advisors. And the machines can be very precise and diligent at what they do.  But what they can’t be is human. Humans have qualities that, to date,...

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Catastrophe knows no bounds

Over the last 30 years, man-made flood risk has increased dramatically. An important factor is that heavy development has changed how water flows in and out of communities, and city systems have been hard pressed to keep up. If your property is on a stream or creek, is located at a risky elevation, or your mortgage banker insisted you buy it,...

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The new baseball through the window

Look, up in the sky. It’s a bird, it’s a plane—it’s a drone!  From backyards to places of business, drones are everywhere these days. Parents are buying them for their kids to fly around the neighborhood, and business owners are harnessing the marketing power drones present to do everything from sell real estate to quote the cost of a...

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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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